About this role
Registered Client Service Associate at Stifel. Location: Pensacola, Florida, United States. Role: open accounts, maintain records, assist clients Requirements: Administrative and client service duties; account openings and maintenance; basic investment industry knowledge; strong communication and organizational skills. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, PowerPoint, Outlook Certifications: series 7, series 63 or 66 Commitment: Full Time Workplace: Onsite Languages: English