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, provides overall customer service support to clients, may enter trades as directed by the FA(s). FINRA licenses preferred but not required.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor 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 Financial Advisor communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the Financial Advisor.
The Client Service Associate (Registered) will assist 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 service support to clients, may enter trades as directed by the FA(s). Non-Registered candidates will be considered.
The Client Service Associate (Registered) will assist 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 service support to clients, may enter trades as directed by the FA(s). Non-Registered candidates will be considered.
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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, provides overall customer service support to clients, may enter trades as directed by the FA(s). Industry experience preferred but not required.
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) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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.
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.
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(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Under immediate supervision, Client Services Associate 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) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records.
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.
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) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Client Service 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(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Non Registered candidates will be considered.
The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel.
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, provides overall customer service support to clients, may enter trades as directed by the FA(s). Industry experience preferred but not required.
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, provides overall customer service support to clients, may enter trades as directed by the FA(s). FINRA licenses preferred but not required.
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, provides overall customer service support to clients, may enter trades as directed by the FA(s). FINRA licenses preferred but not required.
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel.
Under immediate supervision, Client Service 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(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Non Registered candidates will be considered.
A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records.
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(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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 FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel’s Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advisors as they navigate the offering. The Specialist will also assist in the design and implementation of enhancements to the reporting systems and suite of services made available through the IP&S Platform. The Specialist will be expected to maintain a working understanding of Stifel’s IP&S offering, the operational processes, compliance policies, and all related technology integrations to assist...
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 service support to clients, may enter trades as directed by the FA(s).
The Treasury Product Analyst is part of a team responsible for the management and buildout of Stifel Banks’ commercial banking and treasury management offering, onboarding tools, and a host of sub services. The primary role of this Analyst is the development, adoption, and ongoing evolution of Treasury Management and Business Banking capabilities within the firm.
The Cash Management and Banking Services Analyst II is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs, and the firm's payments strategy. This role will require partnership with various support teams to support shared clients and ensure a seamless client experience.
The Branch Intern will perform 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.
The Branch Intern will perform 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.
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.
The Branch Intern will perform 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.
The Bank Systems Analyst supports the design and connection of Stifel’s banking and payment systems. This role will unite multiple core banking, payment, and digital banking systems at multiple providers. The Analyst will consider user and business needs in the design and definition of requirements, will create documentation, and support implementation. The Analyst is then available for testing and troubleshooting support. A strong candidate will have a passion for building and evolving systems, a strong background in payments, and a strong background in how systems communicate. This role requires experience in Internet fundamentals with a significant focus on middleware applications to connect off-prem Fintech providers, all to support a rapidly growing business. Interacting...
The Bank Customer Relations Specialist controls the issuance and renewal of credit cards by the organization. The Bank Customer Relationship Specialist interacts with customers to provide a variety of general information in response to inquiries about products and services.
The Sponsor Finance Portfolio Manager will support senior lenders within the Sponsor Finance Group, emphasizing portfolio management and new transactions. This includes but is not limited to, in-depth financial and qualitative analysis in determining a borrower's creditworthiness. This position will have exposure to private and possibly public companies across various industries. Senior loans will be transacted on a lead agent and participation basis and, occasionally, as a function of a broadly syndicated process that Stifel is arranging. In addition to new transaction and portfolio management support, this role will also play a key role in the ongoing development of junior personnel and, in certain situations, provide support with origination and client relationship management.
The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. This position also provides back-up support to our order entry team to assist advisors and their associates when submitting trades. Annuity Solutions Specialists are assigned annuity vendor relationships for whom they review new product/product changes as well as coordinate internal marketing campaigns.
The Advertising Compliance Senior Analyst – Advisory reviews, edits, advises, and verifies the final copy in accordance with all appropriate marketing rules and regulations promulgated under the Investment Advisers Act of 1940 (as amended).
The Administrative Assistant to Branch Manager provides sales, administrative, and operational support to the Branch Manager. This positions assists in maintaining the smooth operation of the branch by addressing and resolving a wide variety of sales, administrative, and operational issues.
The Administrative Assistant to Branch Manager provides sales, administrative, and operational support to the Branch Manager. This positions assists in maintaining the smooth operation of the branch by addressing and resolving a wide variety of sales, administrative, and operational issues.
The Administrative Assistant III provides a high level of administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.
Under general supervision, the Accountant II prepares financial reports and analyzes financial information to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company.
