About this role
Client Service Associate at Stifel. Location: Miami Beach, Florida, United States. Role: opening accounts, maintaining records, assisting clients Requirements: 2 years investment industry experience, high school diploma, administrative and clerical knowledge, customer service and communication skills; FINRA Series 7/66 or 63/65 preferred. Category: Administrative & Clerical Support Seniority: Entry Level Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English