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Client Service Associate - NR @ Stifel

USOnsiteFull Time
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About this role

Client Service Associate - NR at Stifel. Location: Pinehurst, North Carolina, United States. Role: opening accounts, maintaining records, providing support Requirements: Provide administrative and client service support for Financial Advisors, including opening and maintaining client accounts, clerical tasks, and use of Microsoft Office; requires high school diploma and 2 years clerical/related experience. Category: Customer Service Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook Commitment: Full Time Workplace: Onsite Languages: English

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