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Client Service Associate - Registered

Stifel - Cincinnati, OH

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(...

CLIENT SERVICE ASSOCIATE

Stifel - Titusville, FL

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...

CLIENT SERVICE ASSOCIATE

Stifel - Birmingham, AL

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...

CLIENT SERVICE ASSOCIATE

Stifel - Cincinnati, OH

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...

Quantitative Research Associate II -KBW

Stifel - New York, NY

Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the financial secto...

Fixed Income Analyst I-ALM

Stifel - Birmingham, AL

The Fixed Income Analyst - ALM supports the Fixed Income Strategies team by collecting, organizing, and analyzing data to produce and develop Asset/Liability Management Analyses for fixed income clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk. Proc...

Receptionist

Stifel - Walnut Creek, CA

Summary The Receptionist/Cashier 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 Operate telephones to answer, screen and forward calls, provide information, take m...

Small Business Administration Loan Coordinator- USDA Loans

Stifel - St. Louis, MO

Summary The Small Business Administration Loan Coordinator- USDA Loans is responsible for the arrangement of settlement and sale of USDA loans. This position will assist in the process of small business loan purchases and sales requests through proper documentation while balancing service, quality compliance, and relationship building. Essential Duties & ...

Training Specialist

Stifel - St. Louis, MO

Job Summary The Training Specialist designs, implements, and facilitates training and leadership development curriculum and mandatory HR Training. This position ensures that training materials, job aids, and all associate training records, reports, and monthly audits are kept current and effective. The Specialist will also maintain the Learning Management System (LMS) ...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - West Chester, PA

Summary The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements; provides...

CLIENT SERVICE ASSOCIATE

Stifel - Reno, NV

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...

Compliance Analyst III-AML System Governance

Stifel - St. Louis, MO

Summary The Compliance Analyst III-AML Technology Governance assists the Stifel AML Compliance Officer with developing, overseeing, and governing Stifel's anti-money laundering (AML) technology systems. The Analyst III leads and coordinates enhancements to technology and helps ensure the integrity of AML compliance systems while continuously seeking out opportunities f...

Accountant I

Stifel - New York, NY

Summary Under immediate supervision, the Accountant analyzes basic financial information and prepares financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. The Accountant may perform many or all of these duties for external reporting. Essential Duties and R...

Trust Compliance Associate

Stifel - St. Louis, MO

Summary The Trust Compliance Associate assists the Trust Compliance Director with ensuring that the trust company's operations and activities comply with all relevant laws, regulations, and internal policies. The Associate works closely with other departments and external regulatory bodies to ensure that the trust company operates in a compliant manner and maintains it...

Bank Specialist II-Treasury Management Operations

Stifel - St. Louis, MO

Summary The Bank Specialist II-Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. Essential Duties & Responsibilities Onboard...