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Client Services Specialist – Financial Account
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-03-13
Listing for:
Stifel Financial
Full Time
position Listed on 2026-03-13
Job specializations:
-
Administrative/Clerical
Business Administration
Job Description & How to Apply Below
A leading investment firm is seeking a Client Services Associate to assist Financial Advisors with account management and administrative support. The ideal candidate will have solid administrative skills and a background in the investment brokerage industry. Responsibilities include clerical tasks, client communication, and maintaining client records.
This role offers a comprehensive benefits package including health, dental, and retirement plans in a dynamic, entrepreneurial environment.
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