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Origination Marketing Associate - New York, NY
Stifel - New York, NY
The Origination Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business relationships management endeavors. This position is responsible for managing all matters related to office coordination. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage and schedule complex calendar requests, including making follo...
Operations Associate- Mutual Funds Trade Support
Stifel - St. Louis, MO
Summary The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. Essential Duties & Responsib...
Operations Associate- Advisory Account Services
Stifel - St. Louis, MO
Summary The Advisory Account Services Associate is responsible for aiding in driving departmental results by opening, terminating, and processing changes to advisory accounts under direct supervision. This position requires the ability to gain a sound understanding of the Account Services processes while serving as a liaison to internal and external stakeholders. This ...
IT Technician - Endpoint Support
Stifel - St. Louis, MO
Job Summary: The IT Technician has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to r...
Treasury Deposit Implementation Support Specialist
Stifel - St. Louis, MO
Summary The Treasury Deposit Implementation Support Specialist provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. Essential Duties & Responsibilities Support the daily operational duties and functions of the Treasury Deposit ...
Treasury Deposit Implementation Specialist III
Stifel - St. Louis, MO
Summary The Treasury Deposit Implementation Specialist III provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. Essential Duties & Responsibilities Support the daily operational duties and functions of the Treasury Deposit Team...
CLIENT SERVICE ASSOCIATE
Stifel - Cincinnati, OH
Summary The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919; the candidate shoul...
CLIENT SERVICE ASSOCIATE
Stifel - Murrieta, CA
Summary Under immediate supervision, 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...
Financial Planning Manager
Stifel - St. Louis, MO
Summary The Financial Planning Manager oversees all Associate-level financial planners and assists the Financial Planning Director in coordinating the day-to-day financial planning activities, processes, and workflow, including plan creation, review, and presentation processes. The Manager manages, trains, leads, and mentors the department's Financial Planning Associates ...
Client Service Associate - Registered
Stifel - Irvine, CA
Summary As a 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 ...
Operations Associate-Digital Banking
Stifel - St. Louis, MO
Summary The Digital Banking Associate is responsible for aiding in driving departmental results for the ongoing support of Stifel's Digital Banking products. This position requires the ability to gain a sound understanding of department subject matter including digital banking support, assisting with relevant training materials, and troubleshooting. This position will ...
Trading Assistant
Stifel - Reno, NV
Under the guidance of senior traders the trading assistant provides administrative support to the desk, compiles and reviews trade and market data, and helps to enhance trading processes. This role also involves monitoring market conditions, analyzing economic data, and once licensed, executing trades in various fixed income products. Essential Duties and Responsibilities
Client Service Associate - Registered
Stifel - Oklahoma City, OK
Summary The Client Service Associate (Registered) will assist 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 ...
Operations Associate-Digital Support
Stifel - St. Louis, MO
Summary The Digital Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's Client Facing Platforms. This position requires the ability to gain a sound understanding of department subject matter including Digital Client Application Support, assisting with relevant training materials, and level 2 troubleshooting. ...
Client Service Associate- Part Time
Stifel - Scottsdale, AZ
Summary 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, ...
