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Client Services Associate – Financial Admin; Non-Registered

Job in Hauppauge, Suffolk County, New York, 11788, USA
Listing for: Stifel Financial
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
Position: Client Services Associate – Financial Admin (Non-Registered)
A global wealth management firm in Hauppauge, NY is seeking a Client Services Associate to provide support to Financial Advisors in managing client accounts and performing clerical tasks. The ideal candidate will possess strong administrative skills, knowledge of the investment industry, and the ability to communicate effectively.

This role offers a comprehensive benefits package including health, dental, vision care, and 401k options.
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Position Requirements
10+ Years work experience
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