Job Description

The Registered Client Associate plays a vital role in the success of our Private Client Group, serving as a trusted partner to Financial Consultants and a key point of contact for clients. This position is ideal for someone who thrives in a fast-paced, relationship-driven environment and takes pride in precision, professionalism, and service. You’ll combine administrative expertise with client support and marketing coordination to help drive revenue, strengthen client relationships, and ensure seamless daily operations. At Stephens, this role offers the chance to build a long-term career within a respected firm, develop deep industry knowledge, and work closely with experienced investment professionals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain related files and documentation.

  • Take and/or Enter customer orders via Backoffice to exchanges and tradi...

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