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Registered Client Service Associate
Stifel - Columbia, MO
Summary The Registered Client Service Associate assists one or more Financial Advisors 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 Financial Advisor communicati...
Client Service Associate - Registered
Stifel - Palm Beach Gardens, FL
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 approvals for FA(...
Financial Planning Specialist
Stifel - St. Louis, MO
Summary The Financial Planning Specialist works with Financial Advisors to gather all applicable data, prepare, and explain financial plans for clients and prospects. This position may conduct a pre-review of financial plans created by some associates in the department. This position may present completed financial plans to clients and prospects. Assists branch o...
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:
Commercial Post Close Associate
Stifel - St. Louis, MO
Summary The Commercial Post Close Associate 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 & Responsibilities&...
IT System Engineer II - RPG Support
Stifel - St. Louis, MO
Job Summary The Systems Engineer II-Core Systems is responsible for the firm's servers and infrastructure by ensuring our systems are operational. The Systems Engineer II is responsible for assessing systems, determining problems, providing solutions to issues that arise, designing systems, upgrading systems, maintaining systems, and brainstorming possible...
Operations Coordinator
Stifel - Palm Beach, FL
Summary Under general supervision, performs multiple support staff duties required for a satellite/ branch and acts as liaison to home office personnel. Essential Duties & Responsibilities Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on dai...
Operations Assoc II-Document Control
Stifel - St. Louis, MO
Summary The Operations Associate II - Document Control is responsible for assisting branches in the review process for various documents of all account types across the firm and additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account structures and document requi...
Client Service Associate - Registered
Stifel - Bloomsburg, PA
Summary Under immediate supervision, Client Services Associate (Registered) 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...
CLIENT SERVICE ASSOCIATE
Stifel - Bethel Park, PA
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. Es...
Client Service Associate - Not Registered
Stifel - Bloomsburg, PA
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...
Cloud Security Engineer
Stifel - Memphis, TN
Summary The Cloud Security Engineer is responsible for designing, implementing, and maintaining security measures within cloud computing environments. They ensure the confidentiality, integrity, and availability of cloud-based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitorin...
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 be experienced in Stifel's client-facing technology and will periodically interface with members of Stifel's development, marketing, and branch personnel teams. In addition, responsibilities may inc...
Cloud Security Engineer
Stifel - St. Louis, MO
Summary The Cloud Security Engineer is responsible for designing, implementing, and maintaining security measures within cloud computing environments. They ensure the confidentiality, integrity, and availability of cloud-based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitorin...
Cashier-Wire Operator
Stifel - Westlake Village, CA
Summary Accurately processes cash/checks and securities coming into and going out of the branch. Accurately and efficiently processes Financial Advisor-directed orders for customer accounts. Essential Duties and Responsibilities Book in cash/checks, issue receipts and accurately scan items to bank daily. Book in sec...
