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CLIENT SERVICE ASSOCIATE
Stifel - Crown Point, IN
Summary 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 advertiseme...
Public Finance Vice President
Stifel - Naples, FL
Summary The Public Finance Vice President represents Stifel in front of current and prospective clients. The Vice President will assume some business development responsibilities, including new business and revenue generation, coordinates and runs client meetings, transaction processes and conference calls for mid to small-sized clients. They will perform complex analytic...
Client Relationship Manager
Stifel - Grand Rapids, MI
Summary The Client Relationship Manager acts as a key point of contact and coordination between institutional retirement plan clients for PearlStreet Investment Management, in matters pertaining to the daily administration and fiduciary management of our client plans. The Client Relationship Manager is also responsible for the advice and education of plan participants ...
Client Service Associate - Registered
Stifel - Grand Rapids, MI
Summary A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you! We are a 131 year old company that still thinks lik...
Bank Specialist-Deposit Operations
Stifel - St. Louis, MO
Summary The Bank Specialist-Deposit Operations interacts with customers to provide a variety of general information in response to inquiries about products and services. Essential Duties & Responsibilities Responsible for daily processing of requests for documentation, account verifications and requests for exceptions. Re...
Options Trading Associate
Stifel - New York, NY
The Options Trading Associate will assist the Options Trading desk with day-to-day operations in support of goals and objectives and will work closely with the Options Trading/Sales team. ESSENTIAL DUTIES AND RESPONSIBILITIES Assists the Options Desk with processing daily trade executions. Performs trade settlement reconciliation daily and notifies m...
Sr. Security Engineer - Threat & Vulnerability Management
Stifel - St. Louis, MO
Job Summary The IT Security Senior Threat Engineer is responsible for oversight of the threat and vulnerability management processes at Stifel. The IT Security Senior Threat Engineer will work closely with Security Operations and other IT Departments to ensure appropriate security controls are in place, and to ensure that Security policy and procedures are...
Operations Coordinator
Stifel - Greenville, NC
Summary The Operations Coordinator, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. Essential Duties & Responsibilities Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff ...
Platform Strategy Specialist
Stifel - St. Louis, MO
Summary The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel's Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and build...
Senior Client Service Associate
Stifel - Birmingham, AL
Summary The Senior Client Service Associate works closely with the entire client service team to provide administrative support for the management of client relationships. The Senior Client Service Associate brings good judgment and excellent organizational skills to his or her work with the client service team. This position will work closely with the client service t...
Senior Portfolio Associate
Stifel - Birmingham, AL
Summary The Senior Portfolio Associate works closely with the entire client service team to provide administrative support for the management of client relationships. The Senior Portfolio Associate brings good judgment and excellent organizational skills to his or her work with the client service team. This position will work closely with the client service team to han...
CLIENT SERVICE ASSOCIATE
Stifel - Holland, MI
Summary 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 advertiseme...
Commercial Loan Coordinator II
Stifel - St. Louis, MO
Summary The Commercial Loan Coordinator II is responsible for the commercial loan request from application to closing. This position will assist in the lending process of commercial loan requests through proper documentation while balancing service, quality compliance, and relationship building. Essential Duties & Responsibilities
Branch Intern
Stifel - SF, CA
Summary The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. Essential Duties & Responsibilities Administrative duties as needed such as answering ph...
Client Service Associate - Registered
Stifel - Dublin, 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(...
