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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...
Bank Systems Analyst
Stifel - Saint Louis, MO
The Bank Systems Analyst supports the design and connection of Stifel's banking and payment systems. This role will unite various providers' core banking, payment, and digital banking systems. The Analyst will consider user and business needs in designing and defining requirements, creating documentation, and supporting implementation. The Analyst is then available for testing and troublesho...
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...
IT Associate I - Service Desk
Stifel - Saint Louis, MO
Under general supervision, the IT Service Desk Associate has primary responsibilities as the first point of contact in IT. Through multiple channels, the Analyst accurately logs and manages requests, incidents, and problems, assessing the services and customers impacted and the urgency for resolution. The Analyst works to resolve and satisfy incidents and requests, or route and escalat...
Client Service Associate
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...
Client Service Associate - Not Registered
Stifel - Fairport, 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...
Financial Planning Specialist
Stifel - Saint Louis, MO
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists branch offices using MoneyGuide (Stife...
Vice President/ Senior Vice President, Venture Lending and Banking
Stifel - New York, NY
As a Vice President (VP)/ S enior Vice President (SVP) on Stifel's Venture Banking team, you'll play a key role in growing and managing relationships with early- and growth-stage companies. You'll be responsible for building a robust pipeline, developing new client relationships, and guiding opportunities through the entire business development lifecycle — fr...
Client Service Associate - Non-Registered
Stifel - Tyler, TX
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) communications and advertisements, provid...
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 - 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...
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 - Naples, FL
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...
