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Client Service Associate - Not Registered
Stifel - Goshen, 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...
Client Service Associate - Not Registered
Stifel - Harwich, MA
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...
Registered Client Service Associate
Stifel - Goshen, NY
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...
Registered Client Service Associate
Stifel - Harwich, MA
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
Stifel - Medford, OR
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...
Treasury Management Portfolio Manager
Stifel - Saint Louis, MO
The Treasury Management Portfolio Manager partners with Bankers (Treasury Deposit Specialists), Digital Solutions, Operations, Marketing and Client Services teams. The Manager works at the intersection of business and technology, tasked with identifying and articulating business needs and turning them into business requirements. The Manager bridges our business teams and our technology teams...
Security Engineer I - Infrastructure
Stifel - Saint Louis, MO
The Security Infrastructure Engineer is a front-line member of the Security Infrastructure team that has responsibility for providing security infrastructure technologies for the protection of Stifel assets. The Security Infrastructure Engineer responsible for assisting in the engineering design, analysis, and support for security infrastructure and defense solutions. What We...
Operations Associate-Digital Support
Stifel - Saint Louis, MO
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. This position will require coll...
Senior Personal Trust Administration Officer
Stifel - Greenville, DE
The Senior Personal Trust Administration Officer administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs. Act as a resource for other Trust Officer's to help them prepare for meet...
Client Service Support Specialist- Treasury Management
Stifel - Saint Louis, MO
The Client Service Support Specialist- Treasury Management provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. What We're Looking For Support the daily operational duties and functions of the Treasury Deposit Team. Build and maintain relationsh...
Retirement Benefits Manager
Stifel - Saint Louis, MO
The Retirement Benefits Manager manages and administers retirement benefit programs within the organization. They will analyze the 401(k) retirement plan, ensuring compliance with legal regulations and company policies. The Manager will guide and support employees regarding retirement plan options, eligibility, and enrollment and work closely with internal and external committees and third-p...
Client Service Associate - Not Registered
Stifel - Saint Louis, MO
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...
Sr Administrative Assistant
Stifel - New York, NY
The Investment Advisor Sr. Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings What We're Looking For Prepares invoices, reports, m...
Trust Chief Fiduciary Officer
Stifel - Saint Louis, MO
The Chief Fiduciary Officer directs the Fiduciary Department, which is the area in charge of acceptance of accounts and provides legal support to the Marketing Department, Administration Department, Investment Department, and management of the Stifel Trust Companies (STC). This position is to participate in management committees and chair the committee involved with most discretionary decisi...
Client Service Associate - Not Registered
Stifel - Garden City, 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...
