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Client Services Associate, Investments

Job in Goshen, Addison County, Vermont, USA
Listing for: Stifel Financial
Full Time position
Listed on 2026-03-02
Job specializations:
  • Administrative/Clerical
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: Goshen

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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