Stifel Financial · Middletown, Rhode Island, US

Client Service Associate

OpenPay not stated

Open — Stifel Financial has a posting for this job. Posted 10 Aug 2026.

This posting

Posted 10 Aug 2026 · Pay not stated

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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, prov...

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