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Client Service Associate - Registered
Stifel Financial
-
Portland, OR
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) communic
Email Job
Posted 2 days ago
Operations Associate - Margins
Stifel Financial
-
St. Louis, MO
If you are someone that likes to compile data, do calculations and verifications and are a good communicator, then this Operations Associate role is for you. Essential Duties & Responsibilities Apply for/monitor extensions in accordance with Regulation T and Rule 15c3 3. Perform a review of cash account Free Rides in accordance with Regulation T. Perform a review and coll
Email Job
Posted 2 days ago
Client Service Associate
Stifel Financial
-
Portland, OR
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 adver
Email Job
Posted 2 days ago
Operations Associate - Trade Support
Stifel Financial
-
St. Louis, MO
The Trade Support Operations Associate is responsible for driving departmental results for the ongoing support reconciling and balancing fixed income transactions for the firm by proficiently using Excel spreadsheets. This position will also require collaboration among team members, branch office personnel, and Stifel Trading Desks to provide a high level of service under
Email Job
Posted Today
Senior Client Service Associate - Registered
Stifel Financial
-
New York, NY
Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. This role is responsible for daily branch operations while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible for understanding the fir
Email Job
Posted Today
Client Service Associate - Registered
Stifel Financial
-
Portsmouth, NH
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 a
Email Job
Posted Today
Client Service Associate
Stifel Financial
-
Corpus Christi, TX
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 adver
Email Job
Posted 4 days ago
Registered Client Service Associate
Stifel Financial
-
San Jose, CA
Under immediate supervision, the Registered Client Services Associate assists one or more Financial Advisors 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 comm
Email Job
Posted 5 days ago
Client Service Associate
Stifel Financial
-
Spokane, WA
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 advertisem
Email Job
Posted 5 days ago
Client Service Associate
Stifel Financial
-
Crown Point, IN
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, provid
Email Job
Posted 5 days ago
Sr. Client Services Associate - Registered
Stifel Financial
-
Raleigh, NC
The Sr Client Service Associate Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long term client relationships and be a resource for all other branch office associates. This posit
Email Job
Posted 5 days ago
FI Economic Analyst
Stifel Financial
-
Chicago, IL
The Economic Analyst position reports directly to staff economists and supports the economics department in modeling and forecasting. This role will include analyzing data and using critical thinking skills to develop models to forecast economic indicators and interest rates, as well as assisting the economics team in day to day activities. ESSENTIAL DUTIES AND RESPONISIB
Email Job
Posted 7 days ago
Operations Coordinator
Stifel Financial
-
Canfield, OH
Under general supervision, performs multiple support staff duties required for a satellite/ 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 on daily work assignments. Performs operational or administ
Email Job
Posted 8 days ago
Origination Marketing Associate - Stamford, CT
Stifel Financial
-
Stamford, CT
Manage and schedule complex calendar requests, including making follow up phone calls as needed. Plan travel arrangements and complex itineraries. Utilize CRM platform to input and track information, create and prepare reports, disseminate updates, etc. Liaise with clients and support the Project Management team as a lead MA on assigned fund projects, including helping to
Email Job
Posted 12 days ago
Product Owner
Stifel Financial
-
Memphis, TN
The Project Owner (PO) is a member of an Agile Development Team. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO defines users, cre
Email Job
Posted 12 days ago
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