Jobs At Stifel In San Francisco, CA | CareerArc

Jobs at Stifel in San Francisco, CA

2 job openings within 25 miles

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CLIENT SERVICE ASSOCIATE

Stifel - Walnut Creek, CA

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

VENTURE SERVICES OPERATIONS SPECIALIST

Stifel - San Francisco, CA

SUMMARY Stifel's TWP group is looking for an enthusiastic, service oriented individual to join our unique team. As a member of the Venture Services Team, the Venture Services Operations Specialist performs all operational functions related to venture distributions and transactions. The ideal candidate will be professional, detail oriented, flexi...