About this role
Registered Client Service Associate at Why Stifel. Location: Houston, Texas, United States. Role: assisting clients, opening accounts, entering trades Requirements: High school diploma, 2+ years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Excel/Word/PowerPoint/Outlook, strong customer service and communication skills. Category: Customer Service Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Onsite Languages: English