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Wire Transfer Associate

Stifel - St. Louis, MO

SUMMARY The Wire Specialist will specialize in wire transfers including outgoing, incoming, domestic and international transfers. Other responsibilities include customer service, wire processing, reconcilements, research, trouble shooting, and vendor relations. In addition, the wire specialist will work closely with the Treasury, Commercial, Finance, Lending & Wealth T...

Client Service Associate - Registered

Stifel - Charlotte, NC

POSITION SUMMARY Under immediate supervision, Client Service 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, obtaini...

Public Finance Vice President

Stifel - Denver, CO

SUMMARY Represents Stifel in front of current and prospective clients. Beginning to assume some business development responsibilities, including new business and revenue generation, coordinates and runs client meetings, transaction processes and conference calls for mid to small-sized clients. Performs complex analytical work and directs junior staff on large ...

Public Finance Analyst

Stifel - Chicago, IL

SUMMARY Analysts provide analytical and transaction support on municipal structured transactions, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior manager. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside con...

Public Finance Program Analyst

Stifel - Baton Rouge, LA

SUMMARY Public Finance Program Analyst assists registered personnel in data entry, document administration and other administrative tasks as well as limited quantitative tasks. The role supports registered personnel in administering programs including housing finance agency mortgage programs and/or tender option bond programs. The role supports registered personnel in ...

Operations Associate - New Accounts

Stifel - St. Louis, MO

SUMMARY The Operations Associate, under immediate supervision, reviews, processes, and monitors new and existing customer account information and required documentation. This includes using critical thinking skills to research and analyze data as well as provide support to branch offices. ESSENTIAL DUTIES AND RESPONSIBILITIES...

Client Service Associate-Non-Registered- Part-time

Stifel - Joplin, MO

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;...

Client Service Associate - Registered

Stifel - Savannah, GA

POSITION 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, obtain...

Client Service Associate - Temporary

Stifel - Naples, FL

POSITION SUMMARY The Client Services Associate provides administrative and technical support. This includes but is not limited to opening and maintenance of client accounts and records; performing a wide variety of administrative support duties, including but not limited to, data entry, filing, meeting preparation, answering the phone, scheduling meetings; providing o...

CLIENT SERVICE ASSOCIATE

Stifel - White Plains, NY

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;...

ADVISOR DIRECTED PROGRAMS ANALYST

Stifel - New York, NY

SUMMARY The Advisor Directed Programs Analyst works on all aspects of their respective advisory programs. Analysts collaborate with the Program Manager, Financial Advisors (FAs), Consulting Services Operations, Investment Managers, and other groups both inside and outside of Stifel. The sole mission of our program management team is to ensure ef...

CLIENT SERVICE ASSOCIATE

Stifel - Austin, TX

JOB SUMMARY 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 approval...

CLIENT SERVICE ASSOCIATE

Stifel - Carlsbad, CA

JOB SUMMARY 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 approval...

CLIENT SERVICE ASSOCIATE

Stifel - Colorado Springs, CO

JOB SUMMARY 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 approval...

CLIENT SERVICE ASSOCIATE

Stifel - Lincoln, NE

JOB SUMMARY 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 approval...