Stifel Bank
Stifel Bank

63 Stifel Financial Client Service Associate Jobs Hiring Near You

Client Service Associate

Miami Beach, FL · On-site

$14.25 - $19.75/hr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... We are a global wealth management and investment banking firm serious about innovation and fresh ...

Client Service Associate

Houston, TX · On-site

$13.50 - $18.75/hr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... We are a global wealth management and investment banking firm serious about innovation and fresh ...

Client Service Associate

Miami Beach, FL

$14.25 - $19.75/hr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... We are a global wealth management and investment banking firm serious about innovation and fresh ...

Client Service Associate

Houston, TX

$13.50 - $18.75/hr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... We are a global wealth management and investment banking firm serious about innovation and fresh ...

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... We are a global wealth management and investment banking firm serious about innovation and fresh ...

Client Service Associate

Houston, TX · On-site

$13.50 - $18.75/hr

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... We are a global wealth management and investment banking firm serious about innovation and fresh ...

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Stifel Bank Jobs Information

Do workers at Stifel get paid breaks?

Sometimes. Only some people get paid breaks.
38% of people say they don’t get paid breaks.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and July 2026.

Does Stifel pay people when they’re sick?

Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and July 2026.

At Stifel, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
93% of people say they have to use vacation days when they’re out sick.
Based on data from 15 people who took the Breakroom Quiz between July 2025 and July 2026.

Is the health insurance from Stifel affordable enough for their workers?

Most people say the health insurance costs are okay.
88% of people say the health insurance costs are okay
Based on data from 16 people who took the Breakroom Quiz between March 2025 and July 2026.

Do people get paid time off at Stifel?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 16 people who took the Breakroom Quiz between July 2025 and July 2026.

Do workers at Stifel worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and July 2026.

Do Stifel workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
44% report that they don’t have enough control over which shifts they work.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and July 2026.

How easy is it to get time off at Stifel?

Most people find it easy to get time off.
83% of people report it’s easy to get time off.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and July 2026.

Do Stifel managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and July 2026.

Do jobs at Stifel spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
9% of people report that their job takes up time that they don’t get paid for.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2026.

How easy is it to take sick days at Stifel?

Most people find it easy to take sick days.
90% of people report that it’s easy to take time off if they are sick.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Stifel feel treated with respect by their managers?

Most people feel treated with respect by their managers.
83% of people say they’re treated with respect by their managers.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Stifel get to take their breaks without interruption?

Most people get breaks without interruption.
78% of people report that they get to take their breaks without interruption.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and July 2026.

Is it stressful to work at Stifel?

Most people feel stressed here.
73% of people say they often feel stressed at work.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Stifel enjoy their jobs?

Most people enjoy their job.
75% of people report they enjoy their job.
Based on data from 16 people who took the Breakroom Quiz between February 2025 and July 2026.

Do people at Stifel recommend working with their team?

Only some people recommend working with their team.
59% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people get enough training when they start at Stifel?

Some people didn’t get enough training when they started.
45% of people report they didn’t get enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people get support to advance at Stifel?

Only some people are given support to advance their career here.
In the last year, 47% of people report not being given support to advance their career here.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people think Stifel’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
81% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 16 people who took the Breakroom Quiz between January 2025 and July 2026.

Do workers feel well informed about how Stifel is doing?

Most people feel well informed about how the company is doing.
76% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and July 2026.

Client Service Associate - Part-time

Stifel

Grand Rapids, MI • On-site

Part-time

Re-posted 17 days ago


Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

Company Description

Company Overview: Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF).

Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust. These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services. The company's customers include individuals, corporations, municipalities, and institutions.

Stifel has been a pillar of strength serving its customers for over 125 years. We are a full service
regional New York Stock Exchange member firm with Corporate Headquarters located in St. Louis and more than 300 offices in 38 states.



Job Description

Part-Time Client Service Associate:

In Stifel Financial's Grand Rapids, MI branch, assist Financial Advisor(s) with the maintenance of client accounts and records, performing a wide variety of administrative support duties, answering incoming calls, greeting clients, and providing overall customer service support to clients.

Please apply by visiting
www.stifel.com/careers.

Job Duties:

  • Works with the FA(s) and the clients in obtaining the required documents based upon the type of account(s) established.

  • Organizes and assists in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.

  • Performs operational or administrative functions for client related requests (i.e., check requests, address change, dividend information, check deposits, check printing, etc.).

  • Upon request, provides quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.

  • Provides reports and other information to FA(s), as needed.

  • Organizes and assists with branch meetings, client events, and seminars.

  • Front reception: answering phones and greeting clients.

  • Performs various administrative duties (i.e., typing, filing, mailing documents/letters, etc.) and other duties as assigned by the Branch Manager.

Stifel is an Equal Opportunity Employer




Qualifications

Extremely organized, attention to detail, dependable, and a quick learner.


What Stifel employees say

Pay

Benefits

Hours and flexibility

Workplace

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