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Client Service Associate - Registered
Stifel - Phoenix, AZ
Summary 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(...
Client Service Associate - Registered
Stifel - Barrington, IL
Summary The Client Services Associate (Registered) will assist one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, perform 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 ...
Operations Associate II - New Accounts - International
Stifel - Miami, FL
Summary The New Accounts Operations Associate II-International will review, process, and monitor new and existing international customer accounts. This role includes using critical thinking skills, reviewing documents and data, supporting branch offices to onboard and maintain foreign accounts, and knowledge of general operational and industry questions. This position ...
Operations Associate-Advisory Billing
Stifel - St. Louis, MO
Summary The Advisory Billing Associate is responsible for aiding in driving departmental results for the Advisory Billing department. This position requires the ability to gain a sound understanding of department subject matter including the processing of maintenance requests related to account fees and fee schedules. This position will require collaboration among team...
Cash Prod Banking Services Specialist
Stifel - St. Louis, MO
Summary The Cash Products and Banking Services Specialist supports cash-related products and services within Stifel. They handle various tasks, such as conducting industry research and account analysis, to create reporting that drives strategic decisions. The Specialist will provide tier-two support to Stifel's financial advisors and client services teams as a subject ...
Mortgage Closing Assistant
Stifel - St. Louis, MO
Summary The Mortgage Closing Assistant is responsible for supporting the Mortgage Closing department, accurately compiling and completing documents while maintaining immaculate record keeping. The Closing Assistant will schedule appointments for the mortgage team and respond to customer inquiries on transactions as needed. Essential Duties & Responsibilit...
CLIENT SERVICE ASSOCIATE
Stifel - Baltimore, MD
Summary The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919; the candidate shoul...
Origination Marketing Associate - New York, NY
Stifel - New York, NY
The Origination Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business relationships management endeavors. This position is responsible for managing all matters related to office coordination. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage and schedule complex calendar requests, including making follo...
Operations Associate- Mutual Funds Trade Support
Stifel - St. Louis, MO
Summary The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. Essential Duties & Responsib...
Operations Associate- Advisory Account Services
Stifel - St. Louis, MO
Summary The Advisory Account Services Associate is responsible for aiding in driving departmental results by opening, terminating, and processing changes to advisory accounts under direct supervision. This position requires the ability to gain a sound understanding of the Account Services processes while serving as a liaison to internal and external stakeholders. This ...
IT Technician - Endpoint Support
Stifel - St. Louis, MO
Job Summary: The IT Technician has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to r...
Treasury Deposit Implementation Support Specialist
Stifel - St. Louis, MO
Summary The Treasury Deposit Implementation Support Specialist provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. Essential Duties & Responsibilities Support the daily operational duties and functions of the Treasury Deposit ...
Treasury Deposit Implementation Specialist III
Stifel - St. Louis, MO
Summary The Treasury Deposit Implementation Specialist III provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. Essential Duties & Responsibilities Support the daily operational duties and functions of the Treasury Deposit Team...
CLIENT SERVICE ASSOCIATE
Stifel - Cincinnati, OH
Summary The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919; the candidate shoul...
CLIENT SERVICE ASSOCIATE
Stifel - Murrieta, CA
Summary Under immediate supervision, 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...
