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Non-Registered Client Service Associate
Stifel - New York, NY
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...
Wire Transfer Associate
Stifel - St. Louis, MO
Summary The Wire Transfer Associate 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 & ...
National Deposit Sales Officer
Stifel - ny
Summary The National Deposit Sales Officer is responsible for driving the sales and growth of deposit products across the national market. They will develop and implement strategies to attract new customers and increase deposit balances. This role involves building and maintaining relationships with key stakeholders, such as financial institutions, businesses, and indi...
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...
CLIENT SERVICE ASSOCIATE
Stifel - Wilmington, NC
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...
Public Finance Analyst
Stifel - SF, CA
Summary Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A stro...
Cashier-Wire Operator
Stifel - Paso Robles, CA
Summary Accurately processes cash/checks and securities coming into and going out of the branch. Accurately and efficiently processes Financial Advisor-directed orders for customer accounts. Essential Duties and Responsibilities Book in cash/checks, issue receipts and accurately scan items to bank daily. Book in sec...
Marketing Specialist
Stifel - St. Louis, MO
Summary The Marketing Specialist facilitates marketing creation requests and processes, as well as performs other project-based Marketing assignments. This position works closely with department Marketing Specialists, Designers, Writers, and other department personnel to recommend the best strategies to meet the goals of marketing campaigns and initiatives. ...
Compliance Associate II-Data Feed
Stifel - St. Louis, MO
Summary The Compliance Associate II maintains the Compliance Data Feed and eQuest (internal workflow application) compliance request processes. The Compliance Associate will support Compliance Project Management by testing, providing feedback, and facilitating the day-to-day tasks associated with managing a workflow. Essential Duties & Responsibilities
Bank Treasury Client Service Manager
Stifel - St. Louis, MO
Summary The Bank Treasury Client Service Manager oversees the daily operations of the Treasury Management (TM) Client Services team. This role involves planning, direction, coordination, implementation, and execution of projects, policies, and procedures. The manager will provide guidance and direction to the team and serve as an escalation point for complex issues and...
Client Service Associate - Registered
Stifel - Port Huron, MI
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, obtaining approvals for FA(s...
Security Investigator
Stifel - St. Louis, MO
Essential Duties and Responsibilities: •Lead and manage projects to ensure maximum performance, providing purpose, direction, and motivation to ensure project goals. •Researching, writing, and helping implement procedure standards for a specific project and revising and modifying existing operation manuals. •Create, develop, and deploy security education programs...
Security Multi-Operation Specialist
Stifel - St. Louis, MO
Summary The Multi-Operations Security Specialist will be responsible for daily operation of the company's security protocols and systems designed to safeguard employees, customers, and operations. The Specialist will be integral in the development and implementation of enterprise policy, process, training and procedures. Essential Duties & Responsibilitie...
Disaster Recovery Manager
Stifel - St. Louis, MO
Summary The IT Disaster Recovery (DR) Manager is responsible for the technical strategies that ensure the firm's IT systems can be recovered and restored during a disaster or disruption. They oversee creating, testing, and maintaining disaster recovery plans and runbooks and work across technology disciplines to orchestrate recovery approaches. They will collaborate wi...
Client Service Associate - Registered
Stifel - Naperville, IL
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, obtaining approvals for FA(s...
