Hiring: Registered Client Service Associate Company: Stifel Financial Corp. Location: Greater Indianapolis Job Posted Time: 2026-09-10 13:35:42 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Series 7, Wealth Management About the job Experience: •Minimum Required: 2 years investment industry experience •Minimum Required: Series 7 and 63 or 66 •Proficient in Microsoft Excel, Word, PowerPoint, Outlook. •At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Qualifications: •Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. •Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. •Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. •Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. •Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. •Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. •Minimum Required: High School Diploma or equivalent Compensation: •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!