Refine Your Search
Displaying all 3 results
CLIENT SERVICE ASSOCIATE
Stifel - Dallas, TX
Summary Under immediate supervision, Client Services Associate 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...
Assistant Vice President, Sponsor Finance Portfolio Manager
Stifel - Southlake, TX
Summary The Assistant Vice President, Sponsor Finance Portfolio Manager will support senior lenders within the Sponsor Finance Group, emphasizing portfolio management and new transactions. This includes but is not limited to, in-depth financial and qualitative analysis in determining a borrower's creditworthiness. This position will have exposure to private and possibl...
Client Service Associate - Registered
Stifel - Frisco, TX
Summary The Client Services Associate (Registered) will assist one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, perform 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 ...
