More jobs:
Client Services Associate, Investments
Job in
Goshen, Addison County, Vermont, USA
Listed on 2026-03-02
Listing for:
Stifel Financial
Full Time
position Listed on 2026-03-02
Job specializations:
-
Administrative/Clerical
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
A leading financial services firm based in the United States is seeking a Client Services Associate. This role involves assisting Financial Advisors with opening and maintaining client accounts, providing customer service support, and performing various administrative tasks. The ideal candidate should have a High School Diploma, 2 years of clerical experience, and strong organizational skills. Proficiency in Microsoft Office tools is essential.
The company offers a comprehensive benefits package including health care, 401k, and paid time off.
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Position Requirements
10+ Years
work experience
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