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Client Service Associate - Registered
Stifel - Westlake, OH
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(...
Commercial Credit Analyst I (Summer 2025 Start)
Stifel - St. Louis, MO
Summary The Commercial Credit Analyst I (CCAI) will provide support to the Commercial Lenders with emphasis on financial analysis in determining the creditworthiness of a borrower. The CCAI will have exposure to both private and public companies over a wide variety of industries, cash flow and other types of lending, and direct and syndicated loan opportunities. This p...
Operations Associate -New Recruit Transition
Stifel - St. Louis, MO
Summary The Operations Associate-New Recruit Transition assists new branch support staff and advisors in transitioning to Stifel. This position requires the ability to gain a sound understanding of processes and procedures regarding account structures and document requirements, as well as high-level customer service. The Associate will provide application support...
CLIENT SERVICE ASSOCIATE
Stifel - Macon, GA
Summary 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, ...
Non-Registered Client Service Associate
Stifel - Garden City, NY
Summary 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) communication...
Client Service Associate - Registered
Stifel - Garden City, NY
Summary Under immediate supervision, Client Services Associate (Registered) 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...
Client Service Associate - Not Registered
Stifel - Washington, DC
Summary 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) communication...
CLIENT SERVICE ASSOCIATE
Stifel - White Plains, NY
Summary Under immediate supervision, Client Services Associate (Registered) 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...
Client Service Associate - Registered
Stifel - Chapel Hill, NC
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(...
Senior Trust Officer
Stifel - St. Louis, MO
Summary The Senior Personal Trust Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. Essential Duties & Responsibilities Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs. Serve as a team lead by w...
IT Analyst I - Asset Management (Hardware)
Stifel - St. Louis, MO
Summary: The IT Asset Management Analyst supports the daily and long-term strategic management of physical and logical IT assets Firm-wide. This includes planning, monitoring, and recording software licenses and/or hardware assets to ensure compliance with vendor contracts. Initial duties would including assisting to institute the IT Asset Management program, which inc...
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...
Product Development-Lead Architect
Stifel - St. Louis, MO
Summary The Lead Architect plays a crucial role in shaping the technical direction of Stifel's technology products, ensuring that they meet functional and non-functional requirements while adhering to best practices and industry standards. In a Scaled Agile Environment (SAFe), the role of a Lead Architect takes on additional responsibilities and considerations to suppo...
Investment Banking Analyst Intern (Diversified/Metals & Mining) - Summer 2025
Stifel - Toronto, ON, Canada
*This Summer 2025 intern role will be in the Toronto office. There are two available positions and this role will support the Diversified or the Metals & Mining Investment Banking team. Summary of the Intern role The Investment Banking Internship provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking...
Treasury Associate
Stifel - St. Louis, MO
Summary 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 func...
