About this role
Registered Client Service Associate at Stifel. Location: Houston, Texas, United States. Role: opening accounts, providing service, entering orders Requirements: 2+ years investment industry experience, knowledge of administrative procedures, securities regulations, strong communication, and customer service; Series 7 and 63 or 66 required; proficient with Microsoft Office and Excel. Category: Customer Service Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Onsite Languages: English