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CLIENT SERVICE ASSOCIATE
Stifel - Indianapolis, IN
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...
Commercial Loan Coordinator II
Stifel - St. Louis, MO
Summary The Commercial Loan Coordinator II is responsible for the commercial loan request from application to closing. This position will assist in the lending process of commercial loan requests through proper documentation while balancing service, quality compliance, and relationship building. Essential Duties & Responsibilities
CLIENT SERVICE ASSOCIATE
Stifel - Paducah, KY
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 - Lake Forest, IL
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...
Retirement Plans Sr. Specialist
Stifel - St. Louis, MO
Summary The Retirement Plans Sr. Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist position...
CLIENT SERVICE ASSOCIATE
Stifel - Indianapolis, IN
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 - Naples, 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...
Trust Compliance Associate
Stifel - St. Louis, MO
Summary The Trust Compliance Associate assists the Trust Compliance Director with ensuring that the trust company's operations and activities comply with all relevant laws, regulations, and internal policies. The Associate works closely with other departments and external regulatory bodies to ensure that the trust company operates in a compliant manner and maintains it...
Major Incident Commander - IT Operations
Stifel - St. Louis, MO
Summary The Major Incident Commander oversees and manages major incidents within Stifel's IT Infrastructure and Services. They will initialize and lead communication channels, coordinate stakeholders, and ensure timely resolution of incidents. They will also be responsible for incident-related reporting and using incident metrics as a guide for improving t...
Operations Associate-Digital Banking
Stifel - St. Louis, MO
Summary The Digital Banking Associate is responsible for aiding in driving departmental results for the ongoing support of Stifel's Digital Banking products. This position requires the ability to gain a sound understanding of department subject matter including digital banking support, assisting with relevant training materials, and troubleshooting. This position will ...
Release Train Engineer
Stifel - St. Louis, MO
Summary The Release Train Engineer (RTE) is a servant leader and coach for the Agile Release Train (ART). The RTE's major responsibilities are to facilitate the ART events and processes and assist the teams in delivering value. RTEs communicate with stakeholders, escalate impediments, help manage risk, and drive relentless improvement. Essential Duties & ...
Accountant I
Stifel - New York, NY
Summary Under immediate supervision, the Accountant analyzes basic financial information and prepares financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. The Accountant may perform many or all of these duties for external reporting. Essential Duties and R...
Retirement Services Platform Specialist
Stifel - St. Louis, MO
Summary The Retirement Services Platform Specialist assists with the day-to-day support and ongoing development of Retirement Services platforms. The Specialist will perform daily tasks related to maintaining the systems while providing frontline support and consultation to Stifel advisors as they navigate the offering. The Specialist will also assist in designing and imp...
CLIENT SERVICE ASSOCIATE
Stifel - Canfield, 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...
IT Engineer III - Endpoint Support
Stifel - St. Louis, MO
Summary The Endpoint System Engineer III will provide assistance for all software deployment activities within the IT Operations team. This individual will provide input for all projects that involve workstation imaging. The Endpoint System Engineer is responsible for assisting in the maintenance and deploy functions of desktop, laptop and mobile hardware and operating...
