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OPERATIONS ASSOCIATE- ENTITLEMENTS & ACCESS CONTROL

Stifel - St. Louis, MO

SUMMARY Stifel's Operations department is looking for an enthusiastic, service oriented individual to work on the Entitlements & Access Control team. In this role, the Operations Associate will be responsible for maintaining and reviewing permissions within various software programs including but not limited to Thomson One Advisor Workstation, Beta, eQuest, NetEx 360,...

CONSULTANT- STIFEL BANK & TRUST (TEMPORARY)

Stifel - St. Louis, MO

SUMMARY Stifel Bank & Trust is looking for an enthusiastic and service oriented individual to assist with an ongoing project. This will be a temporary consulting role located in the downtown headquarters. ESSENTIAL DUTIES & RESPONSIBILITIES Produce a test deconversion file that contains all the pertinent loan data...

CLIENT SERVICE ASSOCIATE

Stifel - Coeur D'Alene, ID

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

SENIOR IT AUDITOR

Stifel - St. Louis, MO

SUMMARY Under immediate supervision, the Senior IT Auditor contributes to the mission of the Internal Audit function by promoting and ensuring an effective control environment through professional IT audits, awareness and education and consultation services. The Senior IT Auditor will lead and participate in audits for Stifel locations and auditable entities (domestic...

CENTRAL SUPERVISION ASSOCIATE

Stifel - St. Louis, MO

SUMMARY Central Supervision is a critical department for Stifel and supports branch offices in the Private Client Group by performing supervisory functions on behalf of the Branch Office Managers. Each region has a dedicated team that exclusively supports the branch offices in their region. Due to continued growth, the department is looking to add a Central Supervisio...

CENTRAL SUPERVISION ANALYST

Stifel - St. Louis, MO

SUMMARY The Central Supervision Analyst assists the Central Supervision Manager/Supervisor in their supervisory review function for assigned Branch Managers and Financial Advisors of the Central Supervision Department. The Analyst assists the Supervisors in all aspects of their job with the intent upon passing required licenses to progress to the next level.

HR OPERATIONS ASSOCIATE

Stifel - St. Louis, MO

SUMMARY The HR Services Associate is responsible for performing basic, operational Human Resources tasks related to associate events. Provide support for multiple areas of Human Resources and serve as the first point of contact for Human Resources for both internal and external customers by answering inquires, providing information and referring to the appropriate are...

FINANCIAL PLANNING MANAGER

Stifel - St. Louis, MO

SUMMARY Stifel's Financial Planning department is looking to add a seasoned financial planning professional to our growing team. In this role, the Financial Planning Manager will manage, conduct, and coordinate the day to day financial planning activities, process and workflow, including the plan creation, review and presentation process. The Manager is also responsibl...

OPERATIONS ASSOCIATE III- ABANDONED & INACTIVE ACCOUNTS

Stifel - St. Louis, MO

SUMMARY The Abandoned & Inactive Accounts Associate III performs department processes, including training and support of department team members. The Associate III duties are assigned in accordance with the department procedures and include researching abandoned accounts, locating customers, and working with other departments and branches to report and submit abandone...

OPERATIONS ASSOCIATE- CLIENT SERVICES HELP DESK

Stifel - St. Louis, MO

SUMMARY The Client Services Help Desk department is looking for an enthusiastic, service-oriented associate to join our unique and exciting team. The Client Services Help Desk Specialist provides support for Stifel associates and Stifel clients. This includes technology support, training on core applications, and working collaboratively with teammates and various depa...

OPERATIONS ASSOCIATE - IRA & QUALIFIED PLANS

Stifel - St. Louis, MO

SUMMARY The Operations Associate - IRA & Qualified Plans is responsible for reconciling data received from systems and/or from statements or other documents for accounts held externally. In this role, the Associate will have significant contact with branch offices and will work on other projects related to the department and other systems within the area. The ideal ca...

CLIENT SERVICE ASSOCIATE

Stifel - Monterey, CA

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

CLIENT SERVICE ASSOCIATE

Stifel - Canton, OH

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

MUNICIPAL SYNDICATE COORDINATOR

Stifel - St. Louis, MO

SUMMARY The Municipal Syndicate Coordinator is responsible providing overall support to the Public Finance department. This includes managing client files, maintaining the integrity of public finance records, ensuring compliance with laws and regulations governing public finance and municipal securities, as well as other administrative support functions.

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Cincinnati, OH

POSITION SUMMARY 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 approva...