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Not Registered - Client Service Associate
Stifel - White Plains, NY
Under immediate supervision, 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, p...
Registered Client Service Associate
Stifel - White Plains, NY
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...
Registered Client Service Associate
Stifel - Birmingham, MI
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 advertisements, provides overall custo...
Securities Based Analyst I
Stifel - Saint Louis, MO
The Securities Based Analyst I will proactively provide Securities Based Lending awareness and support to Financial Advisors, Loan Officers and Clients. What We're Looking For Serve as primary contact and ongoing resource either via phone or in person for loan referrals and clients. Promote securities-based loan products to Financial Advisors and ...
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...
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 ...
Operations Team Lead-Advisory Support
Stifel - Saint Louis, MO
The Advisory Operations Support Team Lead performs a variety of higher level departmental duties requiring thorough knowledge of advisory accounts to assist in answering calls and emails from the branches. In addition, the team lead will assist in training and cross-training of department associates. The Team Lead is a subject matter expert for associates and may be given responsibility over...
Operations Coordinator
Stifel - Chapel Hill, NC
The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates. What We're Looking For Perform daily cashiering functions for the branch relat...
Compliance Analyst I–Institutional Surveillance
Stifel - Saint Louis, MO
The Compliance Analyst I–Institutional Surveillance will serve as a generalist, developing knowledge of institutional compliance. Responsibilities will include working on daily reports, testing existing controls, and assisting in maintenance and tracking project lifecycles. This position will collaborate on shared initiatives with business partners throughout the Firm. What W...
Operations Associate
Stifel - Saint Louis, MO
The Alternative Investment Operations Associate is responsible for aiding in driving departmental results by reviewing documents to be submitted in good order to Alternative Investment Fund Companies under direct supervision. This position requires the ability to gain a sound understanding of department subject matter including Fund Subscription, Redemption and Transfer document requirements...
Treasury Associate
Stifel - Saint Louis, MO
The Treasury Associate performs a variety of Treasury clerical duties. This position requires general knowledge of office management systems and procedures. Clerical duties will be assigned in accordance with the office procedures of the department and may include researching and resolving discrepancies, reconciling accounts, answering telephones, bookkeeping functions, and office machine op...
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...
Market Data Procurement Associate
Stifel - Memphis, TN
The Market Data Services Specialist processes incoming invoices for vendor services, generates allocations for submission to accounting, monitors expected invoicing for any missing/delayed items, generates reports on an ad-hoc as well as scheduled reporting basis to critical business unit heads for service determinations, generates reporting for MISU credit program to the 3 applicable exchan...
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 ...
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...
