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Paralegal
Stifel - St. Louis, MO
Job Summary The Paralegal will provide administrative and research support to attorneys and will work to assess customer complaints and resolve legal issues. The Paralegal works closely with lawyers in the legal department and with business counterparts. The Paralegal prepares documents, correspondence, and maintains a filing system for customer complaints.
FI Credit Union Regulatory Analyst
Stifel - New York, NY
The FI Credit Union Regulatory Analyst assists management with the regulatory consulting services provided to the firm's credit union clients, including capital markets Policy reviews, quarterly Policy compliance reporting, pre and post-examination consultation, and support. ESSENTIAL DUTIES AND RESPONSIBILITIES Ability to analyze, interpret, and communicate...
FI Credit Union Regulatory Strategist
Stifel - Hauppauge, NY
The FI Credit Union Regulatory Strategist provides regulatory consulting services to the firm's credit union clients, including capital markets Policy reviews, quarterly Policy compliance reporting, and pre and post examination consultation and support. ESSENTIAL DUTIES AND RESPONSIBILITIES Strong comprehension of the credit union industry's regulatory frame...
Marketing Compliance Specialist
Stifel - St. Louis, MO
Job Summary The Marketing Compliance Specialist position will focus primarily on reviewing social media for compliance and approving items for use with the public, such as social media profiles, posts, and firm-level marketing campaigns. In addition, this position will assist in reviewing and approving marketing materials such as videos, digital ads, podcasts, and mate...
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...
CLIENT SERVICE ASSOCIATE
Stifel - Chico, CA
Summary Under immediate supervision, Client Services Associate 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...
Client Reporting Services Specialist
Stifel - St. Louis, MO
Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consu...
CLIENT SERVICE ASSOCIATE
Stifel - Bethel Park, PA
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 - Morristown, NJ
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 - Registered
Stifel - Morristown, NJ
Summary Under immediate supervision, Client Services Associate (Registered) 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...
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 - 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...
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...
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...
