UNKNOWN

FEED

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel Financial Corp

Temp Client Service Associate NR

linkup_via_bold

Serve as an executive authority on product data strategy in client engagements - advising CDOs, CTOs, and C-suite stakeholders on the data investments required to compete in AI-mediated commerce and translating strategy into board-ready business cases. Advise clients on the multi-year product data investment sequence required to move from GEO-readiness to full agentic commerce protocol compliance, helping leadership connect near-term data investments to long-term competitive positioning.

Investment Advisor Jobs in Indianapolis, IN

Temp Client Service Associate NR Stifel Financial Corp

Product Data & Agentic Commerce Senior Manager Accenture Plc

Similar Job Searches

See More Jobs

Stand out to leading employers.