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Cashier-Wire Operator
Stifel - Paso Robles, CA
Summary Accurately processes cash/checks and securities coming into and going out of the branch. Accurately and efficiently processes Financial Advisor-directed orders for customer accounts. Essential Duties and Responsibilities Book in cash/checks, issue receipts and accurately scan items to bank daily. Book in sec...
CLIENT SERVICE ASSOCIATE
Stifel - San Luis Obispo, CA
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. Es...
