About this role
Client Service Associate at Why Stifel. Location: Miami Beach, Florida, United States. Role: opening accounts, maintaining records, supporting advisors Requirements: High school diploma, 2 years investment-industry experience, FINRA Series registrations preferred (Series 7 and 66 or 63/65), strong administrative, communication, and customer service skills. Category: Finance and Accounting Seniority: Entry Level Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English