Financial Services Client Support Specialist
Job in
Town of Vermont, Vermont, Dane County, Wisconsin, USA
Listed on 2026-03-12
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-03-12
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
A global investment firm is seeking a Client Services Associate to provide administrative support to Financial Advisors. Located in Wisconsin, this role includes managing client accounts, performing clerical duties, and ensuring excellent customer service. The ideal candidate has a high school diploma, two years of related experience, and proficiency in Microsoft Office. Join a dynamic team dedicated to client success and innovation, offering competitive benefits and opportunities for career growth.
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