1919 Investment Counsel (Stifel Financial Corporation)
San Francisco, California
Senior Client Service Associate
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Apply to Senior Client Service Associate at 1919 Investment Counsel (Stifel Financial Corporation)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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