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CLIENT SERVICE ASSOCIATE
Stifel - Cincinnati, OH
Summary The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919; the candidate shoul...
CLIENT SERVICE ASSOCIATE
Stifel - Murrieta, CA
Summary Under immediate supervision, 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...
Financial Planning Manager
Stifel - St. Louis, MO
Summary The Financial Planning Manager oversees all Associate-level financial planners and assists the Financial Planning Director in coordinating the day-to-day financial planning activities, processes, and workflow, including plan creation, review, and presentation processes. The Manager manages, trains, leads, and mentors the department's Financial Planning Associates ...
Compliance Analyst III - Municipal Compliance
Stifel - Baltimore, MD
Summary The Municipal Compliance Analyst III is responsible for implementing and communicating system enhancements to support change in the Municipal Sales and Trading departments. Essential Duties & Responsibilities Supports the Municipal Sales and Trading departments involving Compliance matters Communicate regulatory changes...
Client Service Associate - Registered
Stifel - Irvine, CA
Summary As a 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 ...
Operations Associate-Digital Banking
Stifel - St. Louis, MO
Summary The Digital Banking Associate is responsible for aiding in driving departmental results for the ongoing support of Stifel's Digital Banking products. This position requires the ability to gain a sound understanding of department subject matter including digital banking support, assisting with relevant training materials, and troubleshooting. This position will ...
Trading Assistant
Stifel - Reno, NV
Under the guidance of senior traders the trading assistant provides administrative support to the desk, compiles and reviews trade and market data, and helps to enhance trading processes. This role also involves monitoring market conditions, analyzing economic data, and once licensed, executing trades in various fixed income products. Essential Duties and Responsibilities
Client Service Associate - Registered
Stifel - Oklahoma City, OK
Summary 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 ...
Operations Associate-Digital Support
Stifel - St. Louis, MO
Summary 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. ...
Client Service Associate- Part Time
Stifel - Scottsdale, AZ
Summary 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, ...
IT Associate I - Service Desk
Stifel - St. Louis, MO
Summary Under general supervision, the IT Service Desk Associate has primary responsibilities as the first point of contact in IT. Through multiple channels, the Analyst accurately logs and manages requests, incidents, and problems, assessing the services and customers impacted and the urgency for resolution. The Analyst works to resolve and satisfy incidents and...
Sr. Network Engineer
Stifel - St. Louis, MO
Job Summary: A Senior Network Engineer is responsible for designing, installing, troubleshooting, and maintaining all Stifel data and application networks. The candidate should have a deep understanding and in-depth level of experience with networking and SDWAN protocols, topologies, architecture, products, and solutions. The individual should also be highly dedicated...
Network Engineer
Stifel - St. Louis, MO
Essential Duties and Responsibilities: •Administering, monitoring, and maintaining IT and digital communication infrastructure, including wireless, LAN, and WAN •Working with third-party carriers, vendors, and providers to maintain the reliability and stability of the network •Responsible for installing and upgrading network specific hardware for branch office lo...
Administrative Assistant
Stifel - Phoenix, AZ
Summary The administrative assistant performs a variety of administrative functions in support of the Department. Serves as back-up to peers and works to facilitate the smooth operation of day-to-day department activities. Essential Duties and Responsibilities • Set up, organize, and maintain paper and electronic filing systems for expenses, corr...
CLIENT SERVICE ASSOCIATE
Stifel - Madison, WI
Summary 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, ...
