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Client Service Associate - Non-Registered
Stifel - Fort Worth, TX
Under immediate supervision, Client Services Associate (NR) 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, p...
Registered Client Service Associate
Stifel - Frisco, TX
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(s) communications and advertise...
Operations Coordinator
Stifel - Dallas, TX
The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates. What We're Looking For Perform daily cashiering functions for the branch relat...
Administrative Assistant
Stifel - Dallas, TX
The Administrative Assistant I performs a variety of administrative functions in support of the Financial Advisor and Associate and works to facilitate the smooth operation of the day-to-day department activities. What We're Looking For Greet visitors and callers, handle their inquiries, provide information to callers and/or visitors/guests, take messages...
Assistant Vice President, Sponsor Finance Portfolio Manager
Stifel - Southlake, TX
The Sponsor Finance Portfolio Manager will support senior lenders within the Sponsor Finance Group, emphasizing portfolio management and new transactions. This includes but is not limited to, in-depth financial and qualitative analysis in determining a borrower's creditworthiness. This position will have exposure to private and possibly public companies across various industries. Senior loan...
