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Not Registered - Client Service Associate
Stifel - MO
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...
Non-Registered Client Service Associate
Stifel - MO
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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 ...
Operations Associate-Stifel Support
Stifel - MO
The Stifel Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's branch offices. This position requires the ability to gain a sound understanding of department subject matter including application support and training and general operational questions. This position will require collaboration among team members, branch office personn...
Operations Coordinator
Stifel - MO
Under general supervision, performs multiple support staff duties required for a satellite/ branch and acts as liaison to home office personnel. What We're Looking For Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Performs ope...
Operations Associate-Addepar Performance
Stifel - MO
The Operations Associate-Performance Reporting is responsible for aiding in driving departmental results for the Performance Reporting Team. This position requires the ability to gain a sound understanding of department subject matter including performance reporting metrics, reporting systems, and a basic knowledge of investment terms and methodologies. This position will require collaborati...
Operations Associate - ReOrg
Stifel - MO
The Operations Associate for ReOrg processes a variety of reorganization duties. In this role, the Operations Associate learns and preforms entry level Reorganization department and direct business clerical duties. The Operations Associate also verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures. The ideal candidate w...
Operations Coordinator
Stifel - MO
Under general supervision, performs multiple support staff duties required for a satellite/ branch and acts as liaison to home office personnel. What We're Looking For Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Performs ope...
Paralegal
Stifel - MO
The Paralegal will provide administrative and research support to attorneys and resolve legal issues. The Paralegal works closely with business counterparts, checks and examines law sources such as statutes, recorded judicial decisions, and legal articles, and prepares documents, correspondence, and to organize and maintain documents in paper and electronic filing systems. Wh...
Operations Associate - Tax Reporting
Stifel - MO
The Tax Reporting Associate assists in performing a variety of entries and processing paperwork around Domestic and Foreign Tax Reporting. This includes working exception reports to correct error, IRS Federal and State filings as well as issuing Tax Documents for Stifel clients. What We're Looking For Process correcting entries in a timely manner, i...
Product Owner
Stifel - MO
The Project Owner (PO) is a member of an Agile Development Team. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO defines users, creates and...
Platform Strategy Specialist
Stifel - MO
The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel's Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and building a good understanding of Stifel's invest...
Public Finance Vice President
Stifel - MO
The Public Finance Vice President represents Stifel in front of current and prospective clients. The Vice President will assume some business development responsibilities, including new business and revenue generation, coordinates and runs client meetings, transaction processes and conference calls for mid to small-sized clients. They will perform complex analytical work and directs junior s...
Product Manager
Stifel - MO
The Product Manager is responsible for developing and communicating product ideas that will improve customer experiences at Stifel. The PM will drive product adoption, engagement, and customer satisfaction by prioritizing, managing, and creating new features & products with teams. What We're Looking For Work with agile and non-agile development, engineeri...
Registered Client Service Associate
Stifel - MO
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...
Registered Client Service Associate
Stifel - 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...
