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Treasury Management Client Support Specialist II
Stifel - Saint Louis, MO
The Bank Client Support Specialist II is responsible for providing professional and knowledgeable assistance to internal and external clients via a variety of communication methods. Additionally, this position is responsible for a variety of regular and recurring moderately to highly complex operational functions to support bank operations. What We're Looking For
AML FIU Analyst I
Stifel - Saint Louis, MO
The Compliance Analyst I works in partnership with the Compliance Manager to create and execute the Firm's Compliance policies and procedures for all Stifel entities. What We're Looking For Gather, review, and analyze employee transactions, requests, and exchanges to ensure they are permissible per Firm policy. Review employee fiduciary disclosure...
Client Service Associate - NR
Stifel - Johnson City, TN
The 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, provides overall customer ...
Client Service Associate
Stifel - Roseville, CA
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...
Personal Trust Administration Officer Sr
Stifel - Saint Louis, MO
The Senior Personal Trust Administration Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs. Act as a resource for other Trust Officer's to help them prepare for meet...
Part-Time Client Service Associate - NR
Stifel - Owosso, MI
The 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, provides overall customer ...
Client Service Associate - NR
Stifel - Holland, MI
The 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, provides overall customer ...
Miller Buckfire Senior Analyst / Junior Associate
Stifel - New York, NY
Senior Analysts / Junior Associates will contribute meaningfully to active engagements and internal initiatives. What We're Looking For Responsibilities include: Preparing presentation materials such as pitchbooks and client summaries Conducting in-depth industry and company research Building and analyzing financial model...
Private Bank Lending Credit Analyst
Stifel - Saint Louis, MO
The Private Bank Credit Analyst I is responsible for supporting the origination underwriting, structuring, and ongoing management of credit facilities for ultra-high net worth individuals, family offices, and entrepreneurs. The Credit Analyst will assist in performing financial diligence on borrowers, technical analysis on collateral assets, and portfolio risk management analysis, as well as...
Operations Associate - Alternative Investments
Stifel - Saint Louis, MO
The Alternative Investment Operations Associate is responsible for aiding in driving departmental results by reviewing documents to be submitted in good order to Alternative Investment Fund Companies under direct supervision. This position requires the ability to gain a sound understanding of department subject matter including Fund Subscription, Redemption and Transfer document requirements...
Client Service Associate
Stifel - Kansas City, 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...
Operations Associate - Annuity & Insurance
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Annuity and Insurance department. This position requires the ability to gain a sound understanding of department subject matter including assisting with projects and initiatives as assigned. Basic duties will include processing and telephone/email communication with a diverse audience. This ...
Client Service Associate - NR
Stifel - Sugar Land, TX
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...
Client Service Associate
Stifel - Chesterfield, MO
The Client Service Associate (CSA) provides administrative and operational support to Financial Advisors (FAs) and clients. This role also includes responsibilities related to marketing and social media coordination, helping to maintain the branch's digital presence and client communications. What We're Looking For Assist with opening and maintaining clie...
IB Senior Associate/Junior Vice President- Technology
Stifel - New York, NY
The M&A Investment Banking Associate for the KBW Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings. What We're Looking For Play a critical role as the project manager on teams to manage the deal process from origination to close Develop integrated financial mo...
