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Portfolio Analyst
Stifel - SF, CA
Summary In the Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. Essential Duties & Responsibilities
Portfolio Analyst
Stifel - Frontenac, MO
Summary The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. Essential Duties & Responsibilities F...
Private Capital Advisory Associate - Eaton Partners, New York, NY
Stifel - New York, NY
Eaton's PCA platform is a leading advisor to private market investors seeking to raise capital through secondary transactions (GP-led and LP-led), direct equity and co-investment opportunities and GP-stakes. The team advises on a wide range of transaction structures including continuation vehicles, strip-sales, tender offers, annex funds and others. PCA partners and collaborates with both th...
CLIENT SERVICE ASSOCIATE
Stifel - Naples, FL
Summary 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. Essential Duti...
CLIENT SERVICE ASSOCIATE
Stifel - Canfield, OH
Summary 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. Essential Duti...
Commercial Loan Coordinator II
Stifel - St. Louis, MO
Summary The Commercial Loan Coordinator II is responsible for the commercial loan request from application to closing. This position will assist in the lending process of commercial loan requests through proper documentation while balancing service, quality compliance, and relationship building. Essential Duties & Responsibilities
CLIENT SERVICE ASSOCIATE
Stifel - Indianapolis, IN
Summary 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. Essential Duti...
CLIENT SERVICE ASSOCIATE
Stifel - Paducah, KY
Summary 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. Essential Duti...
CLIENT SERVICE ASSOCIATE
Stifel - Cincinnati, OH
Summary 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. Essential Duti...
BIS-Banking Support Operations Analyst
City National Bank - Los Angeles, CA
BIS-BANKING SUPPORT OPERATIONS ANALYST WHAT IS THE OPPORTUNITY? The Banking and Investment Banking Support Services Analyst role is designed to develop the technical skills, business acumen, and financial services experience for colleagues interested in entering the financial services industry. The role will provide you with the ability to gain specific and practi...
CLIENT SERVICE ASSOCIATE
Stifel - San Luis Obispo, CA
Summary 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. Es...
Part Time Client Service Associate
Stifel - Heathrow, FL
Summary 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. Essential Duti...
CLIENT SERVICE ASSOCIATE
Stifel - Radford, VA
Summary 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. Essential Duti...
IT Technician I - Mobile Endpoint Support
Stifel - New York, NY
Summary The IT Technician is responsible for maintaining computer systems and other technologies within Stifel. Their duties include working with other IT Technicians to install hardware troubleshoot computer issues, respond to IT questions from other associates. This Technician will be responsible for overseeing support functions for all Mobile Endpoint d...
IT Engineer III - Endpoint Support
Stifel - St. Louis, MO
Summary The Endpoint System Engineer III will provide assistance for all software deployment activities within the IT Operations team. This individual will provide input for all projects that involve workstation imaging. The Endpoint System Engineer is responsible for assisting in the maintenance and deploy functions of desktop, laptop and mobile hardware and operating...
