1919 Investment Counsel (Stifel Financial Corporation)
San Francisco, California

Senior Client Service Associate

Onsite$80,000 - $111,000/yrPosted 3 weeks ago

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Job details

Location
San Francisco, California
Work type
Onsite
Compensation
$80,000 - $111,000/yr
Posted
3 weeks ago
Apply on
careers-stifel.icims.com

About this role

Bachelor's degree or equivalent, 3+ years financial services experience, high-touch client service, strong analytical and organizational skills, proficiency with Excel and CRM systems.

What you'll do at 1919 Investment Counsel (Stifel Financial Corporation):

  • providing support
  • managing portfolios
  • preparing reports

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About 1919 Investment Counsel (Stifel Financial Corporation)

1919 Investment Counsel (Stifel Financial Corporation)
San Francisco, California