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CLIENT SERVICE ASSOCIATE
Stifel - Waukesha, WI
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...
Operations Capital Markets Specialist
Stifel - St. Louis, MO
Summary The Operations Capital Markets Specialist ensures correct trade processing for all large Institutional clients. This position will research and resolve incoming inquiries from Institutional clients, Capital Market Traders, and Sales associates. Essential Duties & Responsibilities Accurately coding account numbers and comm...
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...
Operations Manager-Entitlements and Access Controls
Stifel - St. Louis, MO
Summary The Operations Manager-Entitlements and Access Controls is responsible for the day-to-day management of workloads, phone/mailbox coverage, associate development, performance management, personnel issues, and additions/reductions in staff. This role includes modeling the attitude and behavior expected by the team and demonstrating and ensuring associates maintai...
Public Finance Operations Administrator
Stifel - St. Louis, MO
Summary The Public Finance Operations Administrator is responsible providing overall support to the Public Finance department related to the issuance of municipal bonds. This includes managing a database of client files, maintaining the integrity of public finance records, interacting with national bond issue repositories, ensuring compliance with laws and regulations gov...
Accountant I
Stifel - New York, NY
Summary Under immediate supervision, the Accountant analyzes basic financial information and prepares financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. The Accountant may perform many or all of these duties for external reporting. Essential Duties and R...
Public Finance Analyst
Stifel - Conshohocken, PA
Summary Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A stro...
Security Engineer - Threat and Vulnerability Management
Stifel - St. Louis, MO
Job Summary The IT Security Threat Engineer I is a front-line member of the Threat and Vulnerability Management team that has responsibility for detecting potential risks to the Stifel network and assets. The IT Security Threat Engineer I is responsible for identifying vulnerabilities to Stifel systems and data as well as working with threat intelligence feeds for the ...
Commercial Post Close Associate II
Stifel - St. Louis, MO
Summary The Commercial Post Close Associate II will ensure loan files are completed accurately and tracked for the life of the loan. This role will work with other commercial loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. Essential Duties & Responsibiliti...
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 - 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 - 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 - 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...
Trust Compliance Associate
Stifel - St. Louis, MO
Summary The Trust Compliance Associate assists the Trust Compliance Director with ensuring that the trust company's operations and activities comply with all relevant laws, regulations, and internal policies. The Associate works closely with other departments and external regulatory bodies to ensure that the trust company operates in a compliant manner and maintains it...
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...
