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Financial Advisor Senior
City National Bank - Las Vegas, NV
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset man...
Registered Client Service Associate
Stifel - Columbia, MO
The Registered Client Service Associate assists one or more Financial Advisors with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor communications and advertisements, provides overall cu...
Senior Client Service Associate - Registered
Stifel - New York, NY
Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. This role is responsible for daily branch operations while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible for understanding the firm policies and proce...
Senior Client Service Associate-Registered
Stifel - Garden City, NY
The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long-term client relationships and be a resource for all other branch office associates. This position is also permitte...
Client Service Associate
Stifel - Daytona Beach, FL
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. What We're Looking For
Client Service Associate
Stifel - Cincinnati, OH
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. What We're Looking For
Graphic Design Specialist
Stifel - Saint Louis, MO
The Graphic Design Specialist is responsible for creative design and coordinating the printing of marketing materials with an emphasis on higher level graphic design projects. What We're Looking For Create print and digital graphic design for Stifel Brochures. Assist in the design and photography sessions for Stifel's Annual Report. Design...
Trade Review Associate- Life Insurance
Stifel - Saint Louis, MO
The Trade Review Associate verifies that the Financial Advisor (FA) initiating a life insurance transaction is appropriately licensed and registered, verifies contract data with insurance companies, responds to a high volume of calls from Financial Advisors and Sales Assistants related to insurance paperwork requirements, and provides some limited general assistance to branches. The Associat...
Financial Aid Advisor (On Site - University Center, MI)
Delta College - University Center, MI
The successful candidate must demonstrate experience, skills, and commitment to fostering an environment of belonging, diversity, equity and inclusion in students, faculty and staff. POSITION SUMMARY: A financial aid advisor provides oversight for federal, state and local financial aid programs. Reviews eligibility an...
Gastroenterology Faculty Position in Massachusetts
RosmanSearch - Springfield, MA
A premier healthcare system, affiliated with a leading global public medical school known for its research, primary care programs, and community partnerships in western Massachusetts is excited to welcome a faculty Gastroenterologist to their team. The Health System, home to a prestigious medical school, is anchored by a 700+ bed tertiary care hospital featuring the state's busiest emergency...
Sr Accountant Defined Benefit Plan
NRECA - Arlington, VA
Job Description NRECA is a unique national trade association providing advocacy, financial services, and business support services to over 900 consumer owned electric cooperatives across the country. NRECA employees are united by our mission, inclusive culture, collaborative workplace, and commitment to service excellence. As a “best place to work” employer, we operate with integ...
Palliative Care Faculty Opportunity
Baystate Health - Springfield, MA
Baystate Health, western Massachusetts' premier healthcare provider and home to the University of Massachusetts Chan Medical School - Baystate Health, is seeking a Palliative Care specialist to join our newly created Division of Palliative Care. Practice Highlights: Our current Division of Palliative Care includes 4 palliative care physicians, 8 advanced practitioners...
Registered Client Service Associate
Stifel - Corpus Christi, TX
Under immediate supervision, the Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records and performs a wide variety of administrative support duties. What We're Looking For Perform clerical functions related to opening client accounts and operational and administrativ...
OB Hospitalist
Baystate Health - Springfield, MA
Baystate Health, western MA only academic center and tertiary care provider and home to Baystate Medical Practices, the largest multispecialty group in the region or the University of Massachusetts Chan Medical School – Baystate, is seeking an experienced OB/GYN Physician to join our OB Hospitalist team at Baystate Medical Center. POSITION HIGHLIGHTS: Our OB...
Operations Analyst
City National Bank - New York, NY
OPERATIONS ANALYST WHAT IS THE OPPORTUNITY? Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities. Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. Assist in questions regarding withdraws, contributions, and RMDs on retirement accounts....
