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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 - 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...
Operations Capital Markets Specialist
Stifel - St. Louis, MO
Summary The Operations Capital Markets Specialist 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. Essential Duties & Responsibilities Accurately coding account numbers and comm...
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...
Commercial Post Close Associate II
Stifel - St. Louis, MO
Summary The Commercial Post Close Associate II will ensure loan files are completed accurately and tracked for the life of the loan. This role will work with other commercial loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. Essential Duties & Responsibiliti...
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...
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...
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...
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...
IT System Engineer III - Collaboration/SharePoint
Stifel - St. Louis, MO
Summary The Systems Engineer III is a SharePoint administrator who can manage and maintain our SharePoint environment, including SharePoint 2016, 2019, and cloud versions. The ideal candidate will have experience in building and configuring SharePoint sites, as well as troubleshooting and resolving issues. Microsoft Teams and OneDrive experience are a plus.
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...
Client Service Associate - Part-Time
Stifel - Kalispell, MT
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...
Annuity Solutions Specialist
Stifel - St. Louis, MO
Summary The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, s...
Sr. Insurance Solutions Specialist
Stifel - St. Louis, MO
Summary The Senior Insurance Solutions Specialist is responsible for supporting and marketing the Firm's insurance products (Life, LTC and Disability) to Financial Advisors and clients. This includes creating and leading in the execution of marketing plans, setting direction and leading relationships with carriers and general agents. The Senior Insurance Solution...
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...
