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Operations Coordinator
Stifel - Palm Beach, FL
Summary 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 dai...
Operations Assoc II-Document Control
Stifel - St. Louis, MO
Summary The Operations Associate II - Document Control is responsible for assisting branches in the review process for various documents of all account types across the firm and additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account structures and document requi...
Client Service Associate - Registered
Stifel - Bloomsburg, PA
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 Service Associate - Not Registered
Stifel - Bloomsburg, PA
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...
Product Specialist-Digital Support
Stifel - St. Louis, MO
Summary The Product Specialist assists the team in researching and collaborating on digital strategies that drive the product's success. The Product Digital Specialist will periodically interface with members of Stifel's development, marketing, and branch personnel teams. In addition, responsibilities may include ensuring a high-quality user experience, contribute to t...
Cloud Security Engineer
Stifel - Memphis, TN
Summary The Cloud Security Engineer is responsible for designing, implementing, and maintaining security measures within cloud computing environments. They ensure the confidentiality, integrity, and availability of cloud-based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitorin...
Cloud Security Engineer
Stifel - St. Louis, MO
Summary The Cloud Security Engineer is responsible for designing, implementing, and maintaining security measures within cloud computing environments. They ensure the confidentiality, integrity, and availability of cloud-based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitorin...
Cashier-Wire Operator
Stifel - Westlake Village, 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...
CLIENT SERVICE ASSOCIATE
Stifel - Chicago, IL
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, ...
AML Compliance Analyst-CIU International
Stifel - St. Louis, MO
Summary The Compliance Anti-Money Laundering (AML) Client Intelligence Unit (CIU) International Analyst I reviews international clients from a risk-based approach. The AML CIU Analyst conducts surveillance reviews to identify potential suspicious transactional activity. This includes onboarding reviews, Politically Exposed Persons (PEPs) reviews, sanction reviews, nega...
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 ...
CLIENT SERVICE ASSOCIATE
Stifel - San Luis Obispo, CA
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...
Sr. Client Services Associate - Registered
Stifel - Raleigh, NC
Summary 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 assoc...
Fixed Income Trader
Stifel - St. Louis, MO
Summary A Fixed Income Trader-Managed Trade Desk is responsible for executing and managing trades in fixed-income (FI) securities on behalf of clients. They work closely with portfolio managers and research analysts to develop and implement trading strategies that align with the clients' investment objectives. This role involves monitoring market conditions, analyzing ...
Operations Coordinator
Stifel - Canfield, OH
Summary 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 dai...
