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CLIENT SERVICE ASSOCIATE

Stifel - Garden City, NY

SUMMARY 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...

Client Service Associate - Registered

Stifel - Boston, MA

SUMMARY 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 appro...

Operations Associate I- Advisory Billing

Stifel - St. Louis, MO

SUMMARY The Advisory Billing Associate I is responsible for processing the fees associated with all fee based accounts. The Associate I interacts with branch personnel, third party managers, and Corporate Accounting regarding advisory fees as they relate to the billing process. ESSENTIAL DUTIES AND RESPONSIBILITIES Create ...

Operations Associate- Advisory Operations Support

Stifel - St. Louis, MO

SUMMARY The Advisory Operations Associate performs a variety of departmental duties and requires thorough knowledge of office management systems and procedures. The Associate will communicate with branch personnel, third party managers, and other internal advisory groups to facilitate instructions submitted by the branch on behalf of the client.

Business Analyst, Operations - Toronto

Stifel - Toronto, ON, Canada

The Business Analyst, Operations is an entry level position for a recent graduate who is seeking a challenging, stimulating and rewarding opportunity with Stifel GMP/Stifel FirstEnergy. Reporting to the COO of Stifel GMP/Stifel FirstEnergy, the selected individual will assist in a number of tasks including the creation and maintenance of adhoc reports to drive operational efficiency and cost...

Operations Manager

Stifel - Boston, MA

SUMMARY The Operations Manager is responsible for the day-to-day management of workloads, associate development, performance management, personnel issues and additions/reductions in staff. ESSENTIAL DUTIES AND RESPONSIBILITIES • Resolves complex questions or problems of an escalated nature that the support staff cannot/should not resolve.

CLIENT SERVICE ASSOCIATE

Stifel - ny

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;...

Corporate Events Coordinator

Stifel - Baltimore, MD

Job Summary Under immediate supervision, the Corporate Events Coordinator is responsible for assisting with coordinating and executing all aspects of conferences and conference related events for the Institutional Group which includes working with the Investment Banking, Research and Institutional Sales Departments. Essential Duties and Responsibilities

Operations Associate - Mutual Fund Trade Support

Stifel - St. Louis, MO

SUMMARY The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. ESSENTIAL DUTIES...

Research Associate II - Internet

Stifel - Chicago, IL

Summary Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing ...

Research Associate I - Internet

Stifel - Chicago, IL

Summary Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modelin...

Research Associate I - Digital Health / Information & Financial Tech Services

Stifel - New York, NY

Summary Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modelin...

Research Associate I - Semiconductors

Stifel - Newport Beach, CA

Summary Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modelin...

IT Internal Auditor I

Stifel - St. Louis, MO

SUMMARY The IT Auditor, under supervision of IT Seniors and Directors, performs audits for Stifel locations and auditable entities (domestic and international) to ensure the adequacy of IT controls, information security, integrity of IT assets, and compliance with corporate and legal requirements. Responsible for verifying compliance with IT policies, standards, system...

Client Service Associate - Part-Time

Stifel - Lincoln, NE

POSITION SUMMARY 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 ap...