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Stifel Financial

Client Services Specialist - Financial Operations

Stifel Financial, Boston, Massachusetts, us, 02298

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A financial services firm in Boston is seeking a Client Services Associate to support Financial Advisors in managing client accounts. Responsibilities include clerical tasks, customer service, and ensuring proper documentation. Candidates should have a high school diploma and at least two years in a related field, with skills in administrative processes and communication. This position offers a comprehensive benefits package and opportunities for personal growth. #J-18808-Ljbffr