Destava

Client Service Associate

stifel is hiring for Client Service Associate in White Plains, NY, US. Junior level. First seen October 9, 2026, posted 6 times; open as of November 12, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
stifel
Where
White Plains, NY, US
Level
Junior
First seen
October 9, 2026
Postings
6
Listed via
iCIMS

What the posting says

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For - Perform clerical functions related to opening client accounts…

Read more and apply on stifel's site

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