Refine Your Search
Displaying results 31 - 45 of 175
CLIENT SERVICE ASSOCIATE
Stifel - New Orleans, LA
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Es...
Options Specialist
Stifel - St. Louis, MO
Summary The Options Specialist is an essential member of the Options Department under Stifel's Investment Products and Services offering. The Specialist will work closely with other department members to deliver sound product knowledge and services to Financial Advisors (FAs) and their clients. The position requires strong qualitative and quantitative skills and a strong ...
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 Learn various job functions within the financial serv...
CLIENT SERVICE ASSOCIATE
Stifel - Boise, ID
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Es...
Operations Associate II - New Accounts Capital Markets
Stifel - St. Louis, MO
Summary Under immediate supervision, the Operations Associate II in New Accounts Capital Markets reviews, processes, and monitors new and existing Institutional DVP customer account information and required documentation. Essential Duties & Responsibilities Review and process Institutional DVP client-related documents, which may ...
Operations Associate- IRA and Qualified Plans
Stifel - St. Louis, MO
Summary The IRA Associate assists 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. Essential Du...
Operations Associate -Advisory Reconciliation
Stifel - St. Louis, MO
Summary The Operations Associate is responsible for aiding in driving departmental results for the Reconciliation team. This position requires the ability to gain a sound understanding of department subject matter including the ability to verify or update account activity. This position will require collaboration among team members to execute on departmental objectives...
Securities Lending Operations Associate
Stifel - St. Louis, MO
Job Summary The Securities Lending Associate will be responsible for various securities lending operational tasks. Through training, this position will learn and actively participate in balancing the daily settlement, reconcile multiple programs and accounts, evaluate numerous reports and keep detailed record. This position will interact with internal department and ou...
Corporate Writing Specialist
Stifel - St. Louis, MO
Summary The Corporate Writing Specialist develops creative, clear-written material in support of the firm's communications strategies. The Specialist plans, designs, and publishes internal or external communications (e.g., newsletters, brochures, manuals, website content). Essential Duties & Responsibilities • Writes and edits articles and ...
Portfolio Analyst
Stifel - SF, CA
Summary In the Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. Essential Duties & Responsibilities
IT System Engineer II - RPG Support
Stifel - St. Louis, MO
Job Summary The Systems Engineer II-Core Systems is responsible for the firm's servers and infrastructure by ensuring our systems are operational. The Systems Engineer II is responsible for assessing systems, determining problems, providing solutions to issues that arise, designing systems, upgrading systems, maintaining systems, and brainstorming possible...
IT Cloud Engineer II
Stifel - New York, NY
Job Summary The Cloud Engineer II is an experienced professional responsible for advanced cloud infrastructure design, configuration, and optimization. They work closely with development and operations teams to enhance cloud-based applications and implement automation for efficiency. This role involves mentoring junior engineers and providing expertise in ...
Portfolio Analyst
Stifel - Frontenac, MO
Summary The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. Essential Duties & Responsibilities F...
CLIENT SERVICE ASSOCIATE
Stifel - Columbia, MO
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Es...
IT Product Support Engineer II - Operations
Stifel - St. Louis, MO
Job Summary The IT Operations Engineer II serves as the primary subject matter expert for technical and business driven applications prevalent in the environment. Responsibilities include a full understanding of the applications functionality, maintenance, documentation, infrastructure requirements, and impacted IT and business areas. Essenti...
