Under immediate supervision, the Registered Client Services Associate assists one or more Financial Advisors 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 Financial Advisor comm

The Branch Intern will perform a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This Intern may participate in special projects. The Intern may also work with various Investment Products & Services teams. Essential Duties & Responsibilities Administrative duties as needed such as

A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you! We are a 131 year old company that still thinks like a startup. We're l

The Retirement Plans Sr. Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist position require

The Trade Support Operations Associate is responsible for driving departmental results for the ongoing support reconciling and balancing fixed income transactions for the firm by proficiently using Excel spreadsheets. This position will also require collaboration among team members, branch office personnel, and Stifel Trading Desks to provide a high level of service under

The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Per

Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. This role is responsible for daily branch operations while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible for understanding the fir

Under immediate supervision, Client Services Associate (Registered) 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 a

The International Digital Banking Operations Associate is responsible for driving departmental results for the ongoing support of Stifel's Digital Banking products. This position requires the ability to gain a sound understanding of department subject matter, including digital banking support, assisting with relevant training materials, and troubleshooting. This position

The ITSM Sr. Analyst Service Catalog has primary responsibilities focused on IT Service Management documentation, communications and training, and process evaluation, improvements, execution and compliance. The analyst works to facilitate new process design and existing process improvements with accountable and responsible stakeholders across IT and business departments.

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 advertisem

Provide analytical and sales support for interest rate derivative, including preparing client presentations, custom modeling and pricing include swaptions, caps, collars floors, embedded optionality, and percent or LIBOR. Lead loan documentation review and work with bank and client counsels to ensure proper language, structure and cross collateralization. Provide bankers

The Senior Administrative Assistant performs a higher level of support on a variety of administrative functions. Supports the senior level leadership and departments of Institutional Equities, Marketing and Trading. Serves a backup to peer and works to facilitate the smooth operation of day to day department activities. ESSENTIAL DUTIES AND RESPONSIBILITES Assist the seni

Compliance is currently offering a paid, summer 2024 internship to a college student entering her/his junior or senior year of college. The Intern will provide specific project support to Compliance by assisting with the digitization of core processes, becoming familiar with certain new regulatory requirements, and participating in implementing new protocols to comply. Th

The Receptionist greets all clients and guests in a friendly and professional manner whether in person or by phone. This position answers inquiries, directs/connects calls, and provides information regarding activities conducted at establishment; location of departments, offices, and employees within the Firm. Essential Duties & Responsibilities Answer, screen, and forwar