The Sales Liaison I performs the administrative and operational tasks necessary to facilitate the smooth and efficient operation of the Sales Representatives’ business; monitors, assists and records transactions; ensures that the office is properly equipped (supplies, technology, etc.) and functioning efficiently. This position partners with the Sales Representatives and Branch Office Coordinators. The work is entry-level and basic.
ESSENTIAL DUTIES AND RESPONSIBILITES
- Open and fully document all new accounts; maintain client information in Sales Force.
- Verify all assigned representatives transactions are properly billed in the BETA system.
- Confirm all earned commissions are credited appropriately.
- Track all...
KBW is hiring for an Associate on its Equity Research team covering Brokers, Asset Managers, and Exchanges. This position is located in New York.
The candidate should have 1-4 years of relevant experience, and will be responsible for providing information, data gathering, analysis, building and maintaining financial models, and organizational support to senior level Research Analysts. The candidate will be required to have a solid understanding of the assigned sector and the ability to clearly state and defend the investment thesis for all stocks in the assigned sector. A strong foundation of financial/accounting knowledge is required, in addition to excellent writing and verbal skills.
ESSENTIAL DUTIES AND...
The Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. This role is crucial in enabling efficient and effective data-driven decision-making.
The Commercial Post Close Associate 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.
The Cloud Security Engineer (Azure) is responsible for designing, implementing, and maintaining security measures within cloud computing environments, specifically in Azure. They ensure the confidentiality, integrity, and availability of cloud-based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitoring security incidents, and responding to and mitigating security breaches. The Cloud Security Engineer collaborates with cross-functional teams to identify and address potential security vulnerabilities and continuously improves the security posture of cloud-based infrastructure and applications within the Azure environment.
The Cloud Engineer (Azure) is responsible for designing, implementing, and maintaining Azure cloud infrastructure and services. They collaborate with cross-functional teams to ensure the availability, scalability, and security of Azure-based applications and systems. This role involves troubleshooting and optimizing Azure environments while staying updated on emerging Azure technologies and best practices in cloud computing.
The Cloud Operations Engineer manages, monitors, and optimizes cloud-based infrastructure, applications, and services. This role ensures the smooth functioning of cloud environments by handling tasks such as resource provisioning, configuration management, deployment, automation, and incident response.
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).
We are here to provide our clients with advice, strategies and service to help them achieve their long-term financial goals. Are you that special person who can provide great service to our clients, is well organized and easily multi tasks? We are growing our administrative team and looking for someone with strong administrative and communication skills to serve our investment clients! Our team has a great culture and we are willing to train the right person!
As Client Service Associate, you will be responsible for all the data entry for 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, while providing...
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).
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 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 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) 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 (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 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).
