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Client Service Associate
Stifel - Hamden, CT
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...
Endpoint Technician I
Stifel - Saint Louis, MO
The IT Technician has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to resolve the incident. When incident r...
Registered Client Service Associate
Stifel - La Crosse, WI
The 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 advertisements, provides overall c...
Operations Associate - Stock Records
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Stock Records department. This position requires the ability to gain a sound understanding of department subject matter. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures. ...
Senior Commercial Real Estate Lending Portfolio Manager
Stifel - Dublin, OH
The Sr. Commercial Real Estate Portfolio Manager is responsible for the management and support of an existing corporate borrower portfolio. This position will include some origination activity on both existing and new borrowers. The Sr. Portfolio Manager is responsible for ensuring that all lending decisions, actions, and recommendations are based on an accurate and thorough understanding of...
Client Service Associate - NR
Stifel - Indianapolis, IN
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 advertisements, provides overall customer ...
Endpoint Technician I - Stifel Bank
Stifel - Saint Louis, MO
The IT Technician has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to resolve the incident. When incident r...
Associate, Project Finance
Stifel - San Francisco, CA
The Project Finance Associate supports Stifel Bank's Project Finance group. The role operates within a developing platform and works closely with internal partners across Venture, Fund, and Investment Banking. The Associate contributes across all phases of project finance transactions, including financial and commercial due diligence, modeling and analysis, transaction structuring and execut...
Salesforce Administrator II
Stifel - Saint Louis, MO
The Salesforce Administrator II independently manages configuration, customization, and ongoing enhancement of Salesforce Financial Services Cloud (FSC) supporting Wealth Management. This role plays a key part in delivering complex configurations, maintaining system integrity, supporting DevOps release processes, and partnering with business stakeholders to optimize advisor and client workfl...
Mortgage Servicing Specialist II
Stifel - Saint Louis, MO
The Mortgage Servicing Specialist II is responsible for handling all duties related to the servicing of mortgage loans. This position works with clients to compile and verify all required loan documentation in order to properly setup and maintain mortgage loans. What We're Looking For Act as a liaison between the Bank and Stifel servicing companies. <...
Client Service Associate - NR
Stifel - Rochester, MI
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 advertisements, provides overall customer ...
CRE Construction Disbursement & Loan Closing Manager
Stifel - Saint Louis, MO
The CRE Construction Disbursement & Loan Closing Manager supports the Commercial Real Estate (CRE) Lending group by managing loan closings and construction disbursement activity for complex CRE transactions. This role partners closely with Relationship Managers, Credit Officers, Operations, and Legal, and serves as the primary point of contact for borrowers and third‑party professionals thro...
Client Service Associate
Stifel - Providence, RI
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...
Operations Capital Markets Specialist II
Stifel - San Francisco, CA
The Operations Capital Markets Specialist II ensures correct trade processing for all large Institutional clients. This position will research and resolve incoming inquiries from Institutional clients, Capital Market Traders, and Sales associates. What We're Looking For Accurately coding account numbers and commission charges on trades assists with proces...
Client Service Associate - NR
Stifel - Eau Claire, WI
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 advertisements, provides overall customer ...
