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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...
Public Finance Analyst
Stifel - Conshohocken, PA
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...
Annuity Solutions Specialist
Stifel - St. Louis, MO
Summary The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, s...
CLIENT SERVICE ASSOCIATE
Stifel - Radford, VA
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. Essential Duti...
Registered Client Service Associate
Stifel - Columbia, MO
Summary The Registered Client Service 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 communicati...
Client Service Associate - Registered
Stifel - Palm Beach Gardens, FL
Summary 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(...
Financial Planning Specialist
Stifel - St. Louis, MO
Summary The Financial Planning Specialist works with Financial Advisors to gather all applicable data, prepare, and explain financial plans for clients and prospects. This position may conduct a pre-review of financial plans created by some associates in the department. This position may present completed financial plans to clients and prospects. Assists branch o...
Financial Planning Associate
Stifel - St. Louis, MO
Summary The Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform). Essential Duties & Responsibilities:
Commercial Post Close Associate
Stifel - St. Louis, MO
Summary The Commercial Post Close Associate will ensure loan files are completed accurately and tracked for the life of the loan. This role will work with other commercial loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. 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...
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...
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...
