Client Services Associate - Financial Services
Job in
Tallahassee, Franklin County, Florida, 32318, USA
Listed on 2026-02-12
Listing for:
Stifel
Full Time
position Listed on 2026-02-12
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
Location: Tallahassee
A global wealth management firm is seeking a Client Services Associate to support Financial Advisors with client account management and provide excellent customer service. Responsibilities include administrative duties, assisting with client requests, and maintaining client records. The ideal candidate should have a high school diploma, a minimum of 2 years clerical experience, and proficiency in Microsoft Office applications.
This role offers a dynamic work environment and various employee benefits.
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Position Requirements
10+ Years
work experience
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