Stifel
San Francisco, California
Senior Client Service Associate
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Apply to Senior Client Service Associate at StifelJob details
- Location
- San Francisco, California
- Work type
- Onsite
- Compensation
- $80,000 - $111,000/yr
- Posted
- 2 weeks ago
- Apply on
- stifel.jibeapply.com
About this role
3+ years related financial services experience, bachelor's degree or equivalent, proven high-touch client service skills, strong organization and analytical ability, proficiency with portfolio/account administration and client reporting.
What you'll do at Stifel:
- assisting clients
- monitoring portfolios
- preparing reports
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