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Client Services Associate Financial Advisors
Job in
Ames, Story County, Iowa, 50011, USA
Listed on 2026-03-05
Listing for:
Stifel Financial Corp.
Full Time, Part Time
position Listed on 2026-03-05
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
A global wealth management firm in Ames, Iowa, seeks a Client Services Associate to assist Financial Advisors with client accounts and administrative tasks. The role involves maintaining accurate client records and providing exemplary customer service. A high school diploma and at least two years of clerical experience are required. The ideal candidate possesses strong organizational skills and familiarity with the investment brokerage industry.
This part-time position has the potential to transition to full-time based on branch needs.
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Position Requirements
10+ Years
work experience
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