About this role
Senior Client Service Associate at 1919 Investment Counsel (Stifel Financial Corporation). Location: San Francisco, California, United States. Role: providing support, managing portfolios, preparing reports Requirements: Bachelor's degree or equivalent, 3+ years financial services experience, high-touch client service, strong analytical and organizational skills, proficiency with Excel and CRM systems. 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