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Client Service Associate - Registered
Stifel Financial
-
Blue Ash, OH
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) communic
Email Job
Posted 15 days ago
Client Service Associate
Stifel Financial
-
Blue Ash, OH
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 Duties & Responsibilities Sup
Email Job
Posted 15 days ago
Client Service Associate - Registered
Stifel Financial
-
New York, NY
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 FA(s) communications a
Email Job
Posted 15 days ago
Public Finance Operations Administrator
Stifel Financial
-
St. Louis, MO
The Public Finance Operations Administrator is responsible providing overall support to the Public Finance department related to the issuance of municipal bonds. This includes managing a database of client files, maintaining the integrity of public finance records, interacting with national bond issue repositories, ensuring compliance with laws and regulations governing p
Email Job
Posted 16 days ago
Facilities Space Planner
Stifel Financial
-
St. Louis, MO
The Facilities Space Planner at a financial investment firm is critical in optimizing office space utilization and ensuring that the physical layout aligns with the company's operational needs. This role will analyze space requirements, assess current space utilization, and develop plans to maximize efficiency and functionality. This role will include creating floor plans
Email Job
Posted 16 days ago
Lease Document Storage Administrator
Stifel Financial
-
St. Louis, MO
The Lease Document Storage Administrator manages all lease agreement aspects, ensures lease terms and conditions compliance, and coordinates document retention efforts across various departments and locations. This role requires strong communication skills, attention to detail, and working efficiently in a fast paced environment. It will also support the operational and r
Email Job
Posted 16 days ago
Operations Manager-Entitlements and Access Controls
Stifel Financial
-
St. Louis, MO
The Operations Manager Entitlements and Access Controls is responsible for the day to day management of workloads, phone/mailbox coverage, associate development, performance management, personnel issues, and additions/reductions in staff. This role includes modeling the attitude and behavior expected by the team and demonstrating and ensuring associates maintain the secur
Email Job
Posted 16 days ago
Client Service Associate
Stifel Financial
-
Grand Rapids, MI
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, provid
Email Job
Posted 16 days ago
Client Reporting Services Specialist
Stifel Financial
-
St. Louis, MO
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 consultation to Stifel advis
Email Job
Posted 17 days ago
INVESTMENT BANKING ASSOCIATE- TECHNOLOGY (NEW YORK, NY)
Stifel Financial
-
New York, NY
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Junior Analysts. Associates work on small, client focused teams within the Corporate Finance and M&A disciplines. We offer Associates a unique environment which combines a highly entrep
Email Job
Posted 20 days ago
Non-Registered Client Service Associate
Stifel Financial
-
New York, NY
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) communications and adver
Email Job
Posted 20 days ago
Business Analyst- Cash Product & Banking Services
Stifel Financial
-
St. Louis, MO
This role is a member of the Cash Management and Banking Services team, which is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs and the Firm's payments strategy. This will require partnership with Bank Operations, Brokerage Operations, Financial Advisors, and client support teams in support
Email Job
Posted 20 days ago
Client Service Associate
Stifel Financial
-
Reno, NV
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) communications and adver
Email Job
Posted 21 days ago
IT Analyst I - Asset Management (Software)
Stifel Financial
-
St. Louis, MO
The IT Analyst I Asset Management (Software) supports the daily and long term strategic management of physical and logical IT assets Firm wide. This includes planning, monitoring, and recording software licenses and/or hardware assets to ensure compliance with vendor contracts. Initial duties would including assisting to institute the IT Asset Management program, which in
Email Job
Posted 21 days ago
IT Analyst I - Asset Management (Hardware)
Stifel Financial
-
St. Louis, MO
The IT Analyst I Asset Management (Hardware) supports the daily and long term strategic management of physical and logical IT assets Firm wide. This includes planning, monitoring, and recording software licenses and/or hardware assets to ensure compliance with vendor contracts. Initial duties would including assisting to institute the IT Asset Management program, which in
Email Job
Posted 21 days ago
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