Jobs At Stifel In Canfield, OH | CareerArc

Jobs at Stifel in Canfield, OH

2 job openings within 25 miles

Save This Search

Refine Your Search

Show more Show less
Displaying all 2 results

CLIENT SERVICE ASSOCIATE

Stifel - Canfield, OH

Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...

Client Service Associate - Registered

Stifel - Canfield, OH

Summary The Client Services Associate, Registered, 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 adv...