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The New Accounts Operations Associate II-International will review, process, and monitor new and existing international customer accounts. This role includes using critical thinking skills, reviewing documents and data, supporting branch offices to onboard and maintain foreign accounts, and knowledge of general operational and industry questions. This position will require collaboration among team members, branch office personnel, and other areas at the firm, including compliance, legal, and tax reporting, to provide exceptional customer service.
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The Operations Associate is responsible for aiding in driving departmental results for the Operations IRA and Qualified Plans department. This position requires the ability to gain a sound understanding of department subject matter including assisting in performing a variety of entries done manually or by way of Stifel’s eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department’s functions and terminology. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
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The Stifel Support Associate II is responsible for aiding in driving departmental results for the ongoing support of Stifel's branch offices as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of department subject matter including application support and training, as well as knowledge on general operational and industry questions. This position will require collaboration among team members, branch office personnel and Stifel clients to provide a high level of customer service under direct supervision while following established procedures. While not required, this position offers the opportunity to travel within the United States to assist with onboarding and training new Financial...
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The Trade Support provides support to Traders and Financial Advisors by correcting trades and verifying they are processed accurately. This position provides support while meeting all regulatory requirements.
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The Operations Associate-Document Control is responsible for assisting branches in reviewing various documents of all account types across the firm. This position requires the ability to understand processes and procedures regarding these account structures and document requirements with a high level of detail. This position will also require collaboration among team members, branch office personnel, and other areas at the firm to provide high-level customer service.
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The Digital Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's Client Facing Platforms. This position requires the ability to gain a sound understanding of department subject matter including Digital Client Application Support, assisting with relevant training materials, and level 2 troubleshooting. This position will require collaboration among team members, IT Product Support, and branch office personnel to provide a high level of customer service under direct supervision while following established procedures. This position focuses on supporting users of Stifel's digital platforms and banking products via phone calls and emails. It is not a software development, programming, engineering,...
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The Operations Advisory Support Associate is responsible for aiding in driving departmental results for high quality support to financial advisors and branch staff. This position requires the ability to gain a sound understanding of department subject matter including high level aspects of the establishment of advisory accounts and account maintenance. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
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The Operations Associate-Digital Support is responsible for aiding in driving departmental results for the ongoing support of Stifel’s Client Facing Platforms, including Digital Client Applications and Digital Banking products. This role requires the ability to develop a strong understanding of digital support functions, including troubleshooting, training support, and collaboration with cross-functional teams. The position partners with IT Product Support, Stifel Bank associates, and branch office personnel to deliver a high level of client service while adhering to established procedures.
This is a compressed schedule...
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The Stifel Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's branch offices. This position requires the ability to gain a sound understanding of department subject matter including application support and training and general operational questions. This position will require collaboration among team members, branch office personnel and Stifel clients to provide a high level of customer service under direct supervision while following established procedures.
