Why Stifel
Newport Beach, California

Registered Client Service Associate

Onsite$55,300 - $74,000/yrPosted 4 weeks ago

Job details

Location
Newport Beach, California
Work type
Onsite
Compensation
$55,300 - $74,000/yr
Posted
4 weeks ago
Apply on
careers-stifel.icims.com

About this role

Open and maintain client accounts, provide customer service, and support financial advisors; 2 years investment industry exp; Series 7 and 63/66; High School diploma.

What you'll do at Why Stifel:

  • opening accounts
  • maintaining records
  • assisting clients

Apply to this Registered Client Service Associate role at Why Stifel with a tailored resume on ApplyBolt.

About Why Stifel

Why Stifel
Newport Beach, California