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CLIENT SERVICE ASSOCIATE
Stifel - Venice, FL
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...
SPA (Stifel Pledged Assets) Coordinator
Stifel - St. Louis, MO
Summary The Stifel Pledge Asset (SPA) Coordinator is responsible for loan requests from application to closing. This position will assist in the lending process of SPA loan requests through proper documentation while balancing service, quality compliance, and relationship building. Essential Duties & Responsibilities Works closel...
Small Business Administration Coordinator
Stifel - St. Louis, MO
Summary The Small Business Administration (SBA) Coordinator is responsible for the arrangement of settlement and sale of SBA loans. This position will assist in the process of small business loan purchases and sales requests through proper documentation while balancing service, quality compliance, and relationship building. Essential Duties & Responsibili...
Public Finance Analyst
Stifel - Conshohocken, PA
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...
Pediatric Epileptologist Opportunity with Kaiser Permanente in Fontana, CA
Kaiser Permanente – Southern California Permanente Medical Group - Fontana, CA
Competitive Compensation and Benefit Package The comprehensive benefits and longevity based compensation package offered by Southern California Permanente Medical Group (SCPMG) enables physicians to focus on what they do best – provide their patients with exceptional care. Medical/dental/vision coverage Supplemental medical coverage Special d...
Technician -FP
HydroAir Hughes, LLC - Cranston, RI
Hydroair, an Applied Fluid Power subsidiary, is currently looking for a Technician to join our team. In this role you'll be inspecting product and using your knowledge and experience from working on Mechanical, Electro-Mechanical, Hydraulic, and/or Pneumatic assemblies. You'll leverage all that hands on experience in your background and put it...
Financial Planning Associate
Stifel - St. Louis, MO
Summary The Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform). Essential Duties & Responsibilities:
Product Specialist-Digital Support
Stifel - St. Louis, MO
Summary The Product Specialist assists the team in researching and collaborating on digital strategies that drive the product's success. The Product Digital Specialist will periodically interface with members of Stifel's development, marketing, and branch personnel teams. In addition, responsibilities may include ensuring a high-quality user experience, contribute to t...
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 - 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...
Bank Specialist-Deposit Operations
Stifel - St. Louis, MO
Summary The Bank Specialist-Deposit Operations interacts with customers to provide a variety of general information in response to inquiries about products and services. Essential Duties & Responsibilities Responsible for daily processing of requests for documentation, account verifications and requests for exceptions. Re...
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...
Regional Branch Administrator
Stifel - St. Louis, MO
Job Summary Coordinates with all branch managers within a region and provides strategic guidance and advice. Forms alliances and relationships, both internally and externally, that will serve the best interest for all affiliated branches. Tracks service performance of individual branches and implements corrective action as needed, in partnership with other internal dep...
Senior Manager Tax Accounting
Stifel - St. Louis, MO
Summary The Senior Manager, Tax Accounting is responsible for the quarterly and annual tax provision as well as the financial statement reporting for income taxes. This includes the consolidated tax provision and the separate subsidiary tax provisions, both foreign and domestic. In addition to the income tax provision, the individual will assist the Tax Director on tax pl...
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...
