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CLIENT SERVICE ASSOCIATE
Stifel - Dublin, 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. If not currently licensed an...
Community Financial Fund Advisor
University of California - Santa Barbara, CA
Job Posting Details Payroll Title: STDT LIFE DEV SPEC 2 (004563) Job Code: 004563 Job Open Date: 02/23/2024 Application Review Begins: 3/11/2024 Department Code (Name): ASTD Percentage of Time: 100%
Trade Review Analyst
Stifel - St. Louis, MO
Job Summary The Trade Review Analyst verifies account data with the client's Stifel account(s), verifies that the Financial Advisor initiating an annuity transaction is properly licensed and registered, and verifies contract data with insurance companies. The Analyst ensures adherence to Stifel Policy and Procedures by reviewing suitability and best interests of annuit...
CLIENT SERVICE ASSOCIATE
Stifel - Columbus, 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. Es...
CLIENT SERVICE ASSOCIATE
Stifel - Frontenac, MO
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. Es...
Advisory Marketing Specialist II
Stifel - St. Louis, MO
Summary The Advisory Marketing Specialist II is responsible for supporting the initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm's branch office network. The Specialist II will work closely with the Investment Products & Services Group management to communicate program enhancements, advisory regulations, and ...
CLIENT SERVICE ASSOCIATE
Stifel - Columbia, MO
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. Es...
CLIENT SERVICE ASSOCIATE
Stifel - Madison, WI
Summary The 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 advertiseme...
OB Hospitalist
Baystate Health - Springfield, MA
Baystate Health, western MA only academic center and tertiary care provider and home to Baystate Medical Practices, the largest multispecialty group in the region or the University of Massachusetts Chan Medical School – Baystate, is seeking an experienced OB/GYN Physician to join our OB Hospitalist team at Baystate Medical Center. POSITION HIGHLIGHTS: Our OB...
Geriatric Medicine Inpatient Physician
Baystate Health - Springfield, MA
Baystate Health , western Massachusetts' premier healthcare provider and home to the University of Massachusetts Medical School – Baystate, is seeking a Geriatric Medicine physician to join our team in western Massachusetts. Position Highlights: Join the integrated Division of Geriatric and Palliative Medicine which consists of 6 physicians a...
Geriatric Medicine Inpatient Physician
Baystate Health - Springfield, MA
Baystate Health , western Massachusetts' premier healthcare provider and home to the University of Massachusetts Medical School – Baystate, is seeking a Geriatric Medicine physician to join our team in western Massachusetts. Position Highlights: Join the integrated Division of Geriatric and Palliative Medicine which consists of 6 physicians a...
Client Service Associate - Part-Time
Stifel - Kalispell, MT
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...
CLIENT SERVICE ASSOCIATE
Stifel - Grand Rapids, MI
Summary The 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 advertiseme...
CLIENT SERVICE ASSOCIATE
Stifel - Crown Point, IN
Summary The 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 advertiseme...
Geriatric Medicine Inpatient Physician
Baystate Health - Springfield, MA
Baystate Health , western Massachusetts' premier healthcare provider and home to the University of Massachusetts Medical School – Baystate, is seeking a Geriatric Medicine physician to join our team in western Massachusetts. Position Highlights: Join the integrated Division of Geriatric and Palliative Medicine which consists of 6 physicians a...
