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The Sr. New Accounts Operations Associate-International is responsible for being a lead contributor in the opening, maintaining, and reviewing International accounts. This also includes the ongoing support of Stifel's branch offices and additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding foreign business and account structures, department application support and training, and a proficient knowledge of general operational and industry questions. The Sr. Operations Associate can provide training and mentorship to a team of associates, prioritize other projects, conduct guidance and leadership, and be the point of contact for other department issues. This position will...
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 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 New Accounts Operations Associate-International will review, process, and monitor new and existing international customer accounts. This role includes using critical thinking skills, reviewing documents and data, and supporting branch offices to onboard and maintain foreign accounts.
The Client Services Associate-International 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).
