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Senior Client Service Associate
Stifel - San Francisco, CA
The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in...
Endpoint Support Technician II - Stifel Bank
Stifel - Saint Louis, MO
The IT Technician II 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. Provides technical support across hardware and software applications for an organizations data center. What We're Looking For Installs, maintains...
Client Service Associate - NR
Stifel - Pinehurst, NC
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 ...
Client Service Associate - NR
Stifel - Edwardsville, IL
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 ...
Financial Advisor Associate
Stifel - Houston, TX
The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. What We're Looking For Engage with clients and prospects to identify their financia...
IB Associate - Clean Energy & Power
Stifel - Houston, TX
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging...
Treasury Management Analytics Analyst II
Stifel - Saint Louis, MO
The Treasury Management Analytics Analyst II independently transforms Treasury Management data into actionable insights and delivers reporting solutions that support operational performance, product strategy, and decision-making. This role develops data-driven narratives that inform and influence leadership, while functioning as a strategic support partner without direct ownership of busines...
Operations Associate III-New Account Technology
Stifel - Saint Louis, MO
The Operations Associate III-New Accounts Technology is responsible for being a lead contributor in the development and aiding of driving departmental results for the ongoing support for Stifel's branch offices and additional tasks that could require more experience and expertise. This position requires the ability to gain a sound understanding of department subject matter, including applica...
Trust Client Support Specialist
Stifel - Saint Louis, MO
The Trust Client Support Specialist provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support. What We're Looking For Assist clients with logging into and navigating the online account portal. Review and process client documentation for new account set up and maintenance...
Registered Client Service Associate
Stifel - Pinehurst, NC
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...
FI Int Rate Sales Associate
Stifel - Cleveland, OH
The FI Int Rate Sales Associate will provide analytical and sales support for senior interest rate derivative marketers. This role will work directly with end-user clients to determine the most appropriate and advantageous loan and swap structures unique to multiple lines of business (owner occupied RE, investment RE, C&I). What We're Looking For Custom m...
Operations Assoc-New Recruit Transition
Stifel - Saint Louis, MO
The Operations Associate-New Recruit Transition assists new branch support staff and advisors in transitioning to Stifel. This position requires the ability to gain a sound understanding of processes and procedures regarding account structures and document requirements, as well as high-level customer service. The Associate will provide application support and training and answer general oper...
Desk Analyst, High Yield Municipal Bond Trading
Stifel - Los Angeles, CA
Stifel is seeking a highly motivated High Yield Desk Analyst to join our Municipal Bond Trading Desk in Los Angeles. This is a high-impact role within a market-leading franchise. Stifel's Municipal Securities Group includes sales, trading and underwriting of municipal and corporate tax-exempt bonds. The origination platform, Public Fin...
Registered Client Service Associate
Stifel - Irvine, CA
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(s) communications and advertise...
UMA Program/Advisory Project Management Sr Specialist
Stifel - Saint Louis, MO
The UMA Program Senior Specialist assists the Program Management team on all aspects of their respective Advisory Program. The Senior Specialist collaborates with all members of Program Management, Financial Advisors (FAs), Advisory Operations, Compliance, Advertising, Traditional Products Research Group, investment managers and other groups both inside and outside of Stifel to ensure the ef...
