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Client Service Associate - NR
Stifel - Crown Point, IN
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 ...
Client Service Associate
Stifel - Gainesville, FL
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 - Pepper Pike, 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 - NR
Stifel - Evansville, IN
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 ...
Registered Client Service Associate
Stifel - Walnut Creek, CA
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...
Senior Information Security Analyst
Stifel - Saint Louis, MO
The Sr Information Security Analyst plays a critical role in supporting the information security strategy. Reporting directly to the Chief Information Security Officer (CISO), this role is responsible for proactively assessing and mitigating security risks, monitoring for threats, developing security policies and procedures, regulatory reporting, metrics/KPIs, security risk management, secur...
Client Service Associate - NR
Stifel - Nashville, TN
The Client Service Associate provides general branch support through a variety of administrative duties, including (but not limited to) answering the phones, filing, word processing, and providing overall client support. In addition, the CSA assists the Financial Advisors with the opening and maintenance of client accounts and records, preparing mailings, handling client calls and performing...
Wealth Strategist II
Stifel - Saint Louis, MO
The Wealth Strategist II is a subject matter expert and resource for Financial Advisors ("FA") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides expert estate planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate...
Business Process Integration Project Manager
Stifel - Saint Louis, MO
The Business Process Integration Project Manager (PM) will oversee various projects throughout the department and firm. The PM will be responsible for managing projects, the resources (internal and external) assigned to that work, the timelines established in which that work needs to be completed, and the costs (if applicable) to the work. The PM will determine project viability and necessit...
Third-Party Information Security Risk Analyst
Stifel - Saint Louis, MO
The Third-Party Cyber Risk Analyst performs comprehensive third-party risk assessments, focusing on data security, regulatory compliance and emerging AI use risks. This includes reviewing DDQs, SOC reports, AI governance disclosures, vendor security reports, and supporting documentation from vendors and service providers. The Third-Party Cyber Risk Analyst plays a critical role in safeguardi...
Client Service Associate - NR
Stifel - Johnson City, TN
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 ...
AML FIU Analyst I
Stifel - Saint Louis, MO
The AML Financial Intelligence Unit (FIU) Analyst researches and analyzes transactional activity to identify possible cases of money laundering, terrorist financing, or financial crimes. The Analyst also examines and analyzes trading activity to identify potential market manipulation/abuse issues. What We're Looking For Review deposits, withdrawals, trans...
Client Service Associate - NR
Stifel - Holland, 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, provides overall customer ...
Client Service Associate - NR
Stifel - Sugar Land, TX
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
Stifel - Roseville, CA
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...
