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Client Service Associate - Registered
Stifel - New York, NY
A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records. What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtain...
Cash Management Banking Services Analyst II
Stifel - Saint Louis, MO
The Cash Management and Banking Services Analyst II is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs, and the firm's payments strategy. This role will require partnership with various support teams to support shared clients and ensure a seamless client experience. What We're Looking For
Bank Systems Analyst
Stifel - Saint Louis, MO
The Bank Systems Analyst supports the design and connection of Stifel's banking and payment systems. This role will unite multiple core banking, payment, and digital banking systems at multiple providers. The Analyst will consider user and business needs in the design and definition of requirements, will create documentation, and support implementation. The Analyst is then available for test...
Client Service Associate - NR
Stifel - Waterloo, IA
Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) 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 FA(s) communications and advertisements, provides overall customer serv...
Account Executive (Alternative Investment)
Intralinks - Tokyo, Japan
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest insti...
Executive Director - Credit and Custody
Stifel - Saint Louis, MO
The Operations Executive Director oversees multiple functional areas and establishes the strategic direction for Operations. The Director is also responsible for ensuring appropriate leadership and structure, including personnel, workflow, functions, and processes for their areas of responsibility. The Director actively collaborates with executive leadership from around the firm to determine...
Client Service Associate - NR
Stifel - New Orleans, LA
Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) 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 FA(s) communications and advertisements, provides overall customer serv...
Business Process Integration Technical Systems Analyst
Stifel - Saint Louis, MO
The Business Process Integration Technical Systems Analyst provides technical analysis and development for Business Process Modeling solutions. This position coordinates with business owners, business analysts, I.T. and vendor development teams to develop and facilitate the technical aspects of project delivery. This position is responsible for application development and will utilize third ...
Research Associate II/III Real Estate
Stifel - Baltimore, MD
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can...
Client Service Associate
Stifel - Overland Park, KS
The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) 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 FA(s) communications and advertisements, provides overall customer servi...
Registered Client Service Associate
Stifel - Redlands, CA
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) 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 FA(s) communications and advertise...
Client Service Associate - NR
Stifel - Grand Forks, ND
Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) 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 FA(s) communications and advertisements, provides overall customer serv...
Wire Transfer Associate
Stifel - Saint Louis, MO
The Wire Specialist will specialize in wire transfers including outgoing, incoming, domestic and international transfers. Other responsibilities include customer service, wire processing, reconcilements, research, trouble shooting, and vendor relations. In addition, the wire specialist will work closely with the Treasury, Commercial, Finance, Lending & Wealth Teams. What We'r...
Client Service Associate
Stifel - Springfield, MO
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) 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 FA(s) communications and advertisements, provides overall customer ...
Registered Client Service Associate
Stifel - Carlsbad, CA
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) 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 FA(s) communications and advertise...
