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Client Service Associate
Stifel - Garden City, NY
Under immediate supervision, 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 advertisements, p...
Client Relationship Manager
Stifel - Garden City, NY
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage wit...
Registered Client Service Associate
Stifel - Garden City, NY
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(s) communications and advertise...
Senior Commission Accounting Associate
Stifel - Saint Louis, MO
The Senior Accounting Associate prepares and enters data into the accounting system. This position assists with reporting and general ledger reconciliations. The Senior is responsible for coaching junior associates. What We're Looking For • Researches transaction and/or payment issues and provides a timely resolution. • Responds to requests for financial in...
Commercial Loan Coordinator I
Stifel - Saint Louis, MO
Responsible for the commercial or syndication loan request from the time of application to closing. This position will assist in lending process of commercial loan requests through proper documentation while balancing service, quality and compliance and relationship building. What We're Looking For Works closely with Commercial Lenders and Credit Analysts...
Financial Advisor Associate
Stifel - Sarasota, FL
The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. What We're Looking For Engage with clients and prospects to identify their financia...
Vice President, Venture Banking
Stifel - Seattle, WA
In joining Stifel's Venture Banking Team, a Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A VP should feel confident in leveraging the resources spanning Stifel's banking & broader corporate platform to both lead debt processes and deliver a curated banking experience to entrepreneurs and their businesses. This dynamic r...
Client Service Associate - NR
Stifel - Lancaster, OH
Under immediate supervision, 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 advertisements, p...
Client Service Associate - Registered
Stifel - Houston, TX
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(s) communications and advertise...
Client Service Associate - NR
Stifel - West Bend, WI
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 advertisements, provides overall customer ...
IT Associate I - Service Desk
Stifel - Saint Louis, MO
A IT Associate provides technical support and assistance, whether on the phone, in person, or remotely, related to computer systems, hardware, and software. A IT Associate responds to customer queries to provide technical assistance. What We're Looking For • Diagnose computer errors and troubleshoot computer software, hardware, and networking issues. • Prov...
Client Service Associate
Stifel - White Plains, NY
Under immediate supervision, 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 advertisements, p...
Client Service Associate - NR
Stifel - Canfield, OH
Under immediate supervision, 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 advertisements, p...
Treasury Operations Specialist III
Stifel - Saint Louis, MO
The Treasury Operations Specialist III manages more complex Treasury Management requests and is an escalation resource. The Treasury Operations Specialist III will represent Treasury Management in the product development process. The ideal candidate will have a positive attitude, high attention to detail, and knowledge about bank products and services. What We're Looking For<...
Client Service Associate
Stifel - Saint Louis, MO
The Client Services Associate 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 advertisements, provides overall customer...
