About this role
Registered Client Service Associate at Stifel. Location: Greenwood Village, Colorado, United States. Role: opening accounts, maintaining records, providing service Requirements: High school diploma, 2+ years investment industry experience, knowledge of administrative office systems and brokerage operations, Series 7 and 63 or 66 required, strong communication and customer service skills. Category: Finance and Accounting 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