Jobs At Stifel In Palm Beach, FL | CareerArc

Jobs at Stifel in Palm Beach, FL

2 job openings within 25 miles

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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(...

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...