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Stifel
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Client Service Associate - Franklin
Category: Financial ServicesSummary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties and ResponsibilitiesPerform ...read moreRep/Contact Info
Chris SimmsJames H WilliamsJames H Williams- Phone: (814) 432-3169
- Fax: (814) 432-4579
- Send an Email
- 1284 Liberty Street P.O. Box 1060 Franklin PA 16323
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