About this role
Senior Client Service Associate at Stifel. Location: San Francisco, California, United States. Role: assisting clients, monitoring portfolios, preparing reports Requirements: 3+ years related financial services experience, bachelor's degree or equivalent, proven high-touch client service skills, strong organization and analytical ability, proficiency with portfolio/account administration and client reporting. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce Commitment: Full Time Workplace: Onsite Languages: English