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Branch Intern

Stifel - Garden City, NY

Summary 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 Intern may participate in special projects. The Intern may also work with various Investment Products & Services teams. Essential Duties & Responsibilities ...

Branch Intern

Stifel - Westlake Village, CA

Summary 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. Essential Duties & Responsibilities Administrative duties as needed such as answering ph...

Senior Client Service Associate - Registered

Stifel - New York, NY

Job Summary 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 unders...

Client Service Associate - Registered

Stifel - New York, NY

Summary 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...

Client Relationship Manager

Stifel - New York, NY

Summary 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. Essential Duties & Responsibilities Develop in-de...

Non-Registered Client Service Associate

Stifel - New York, NY

Summary 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) communication...

Wire Transfer Associate

Stifel - St. Louis, MO

Summary The Wire Transfer Associate will specialize in wire transfers including outgoing, incoming, domestic and international transfers. Other responsibilities include customer service, wire processing, reconcilements, research, trouble shooting, and vendor relations. In addition, the wire specialist will work closely with the Treasury, Commercial, Finance, Lending & ...

National Deposit Sales Officer

Stifel - ny

Summary The National Deposit Sales Officer is responsible for driving the sales and growth of deposit products across the national market. They will develop and implement strategies to attract new customers and increase deposit balances. This role involves building and maintaining relationships with key stakeholders, such as financial institutions, businesses, and indi...

CLIENT SERVICE ASSOCIATE

Stifel - Crown Point, IN

Summary 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 advertiseme...

CLIENT SERVICE ASSOCIATE

Stifel - Wilmington, NC

Summary 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) communication...

Cashier-Wire Operator

Stifel - Paso Robles, CA

Summary Accurately processes cash/checks and securities coming into and going out of the branch. Accurately and efficiently processes Financial Advisor-directed orders for customer accounts. Essential Duties and Responsibilities Book in cash/checks, issue receipts and accurately scan items to bank daily. Book in sec...

Public Finance Analyst

Stifel - SF, CA

Summary Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A stro...

Marketing Specialist

Stifel - St. Louis, MO

Summary The Marketing Specialist facilitates marketing creation requests and processes, as well as performs other project-based Marketing assignments. This position works closely with department Marketing Specialists, Designers, Writers, and other department personnel to recommend the best strategies to meet the goals of marketing campaigns and initiatives. ...

Compliance Associate II-Data Feed

Stifel - St. Louis, MO

Summary The Compliance Associate II maintains the Compliance Data Feed and eQuest (internal workflow application) compliance request processes. The Compliance Associate will support Compliance Project Management by testing, providing feedback, and facilitating the day-to-day tasks associated with managing a workflow. Essential Duties & Responsibilities

Bank Treasury Client Service Manager

Stifel - St. Louis, MO

Summary The Bank Treasury Client Service Manager oversees the daily operations of the Treasury Management (TM) Client Services team. This role involves planning, direction, coordination, implementation, and execution of projects, policies, and procedures. The manager will provide guidance and direction to the team and serve as an escalation point for complex issues and...