# Job Position
**Position:** Client Service Associate (Part-time)

**Company:** Stifel Financial Corp.

**Location:** Waterloo, IA

**Work Type:** Part-time

**Experience Level:** Entry level

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## Job Description

Summary

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 & Responsibilities

Support the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information. If registered with FINRA, accept, enter and confirm all types of solicited and unsolicited trade orde