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Client Service Associate - NR
Stifel - Southfield, 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 - Atlantic, IA
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 - Chicago, IL
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 - Radford, VA
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 serv...
Registered Client Service Associate
Stifel - Stockton, CA
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...
Financial Planning Associate
Stifel - Saint Louis, MO
Under close supervision, works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. May assist branch offices in the use of MoneyGuide (Stifel's online Financial Planning platform). What We're Looking For • Responds to in-bound calls from Financial Advisor and members of t...
Client Service Associate - NR
Stifel - Wayzata, MN
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 serv...
Managing Director, Venture Lending
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and inn...
Sr. Wealth Strategist
Stifel - Saint Louis, MO
The Senior Wealth Strategist is a subject matter expert and resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Senior 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 Depart...
Sr. New Accounts Operations Associate-International
Stifel - Coral Gables, FL
The Sr. New Accounts Operations Associate-International is responsible for being a lead contributor in the opening, maintaining, and reviewing International accounts. This also includes the ongoing support of Stifel's branch offices and additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding foreign...
Client Service Associate - NR
Stifel - Indianapolis, 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 ...
AML Compliance Analyst II CDD - CIP
Stifel - Saint Louis, MO
The AML - Client Intelligence Unit (CIU) Customer Due Diligence (CDD) Analyst II holistically reviews high-risk clients from a risk-based approach. The AML-CIU CDD Analyst II conducts surveillance reviews to identify potential high-risk transactional activity, Politically Exposed Persons (PEPs) reviews, sanctioned individual reviews, negative news/ derogatory information reviews, potential O...
Third-Party Risk Management Senior Analyst
Stifel - Saint Louis, MO
The Enterprise Risk Management (ERM) Third Party Risk Analyst Senior is responsible for promoting the Third-Party Risk Management (TPRM) framework through monitoring of adherence to established policies, vendor risk identification and mitigation, collaboration with internal stakeholders, and comprehensive reporting to various risk committees and senior management. Key responsibilities includ...
Client Service Associate - NR
Stifel - Waterloo, IL
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 - Non-Registered
Stifel - Scottsdale, AZ
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...
