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CLIENT SERVICE ASSOCIATE

Stifel - San Juan Capistrano, 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;...

INVESTMENT BANKING ANALYST

Stifel - Calgary, AB, Canada

SUMMARY Under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transact...

LOGISTICS & BUSINESS INTEGRATION ASSOCIATE

Stifel - St. Louis, MO

SUMMARY The Logistics & Business Integration Associate will assist senior team members with developing small to medium scale projects. This position will assist in the review and documentation of system requirements with business area(s) sponsoring the project. ESSENTIAL DUTIES AND RESPONSIBILITIES Assist with developing small to medi...

COMPLIANCE ASSOCIATE II-INSTITUTIONAL EQUITY CONTROL ROOM

Stifel - Baltimore, MD

SUMMARY The Compliance Associate II in accordance with regulatory requirements and under the direction of management assists in the day to day department activities, resolves more complex issues, and assists with confidential projects. ESSENTIAL DUTIES AND RESPONSIBILITIES Liaises with outside firms to set-up client account data feed/f...

Analyst / Associate - Private Equity Project Management

Stifel - New York, NY

SUMMARY Eaton is seeking an individual with strong analytical and writing skills, who takes initiative, has great attention to detail, works well under pressure, and has the ability to work well both independently and within teams in a boutique investment advisory firm. Eaton's offers Analysts/Associates the chance to engage directly in the fund formation and ca...

CLIENT SERVICE ASSOCIATE

Stifel - Eau Claire, WI

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;...

CLIENT SERVICE ASSOCIATE

Stifel - Waterloo, IA

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;...

COMPLIANCE ANALYST III - AML - FINANCIAL INTELLIGENCE UNIT

Stifel - St. Louis, MO

SUMMARY Stifel's Anti-Money Laundering Department is seeking a detail oriented individual to join it's Financial Intelligence Unit. As a Compliance Analyst II- AML- FIU, you will have the exciting opportunity to think outside of the box as you research and analyze high risk AML transactions across all payment channels to identify possible cases of fraud. This role is ...

COMPLIANCE ANALYST I - BRANCH EXAMS, OVERSIGHT

Stifel - St. Louis, MO

SUMMARY Under general supervision, the Branch Exams Oversight Compliance Analyst I coordinates disciplinary functions (disciplinary letters, heightened supervision, suspensions) for the associated Firms. The Analyst I will act as a liaison between the department and supervision personnel of the Firms. The role requires an Analyst to evaluate situations and gather app...

RELATIONSHIP BANKING COORDINATOR

Stifel - Clayton, MO

SUMMARY At Stifel Bank, you will have the opportunity to create a lasting connection with customers by providing outstanding, personalized service. In this role, the Relationship Banking Coordinator is responsible for assisting the Relationship Bankers in the management of financial activities of clients. The Coordinator will also assist in maintaining client relation...

MORTGAGE LOAN CLOSER

Stifel - St. Louis, MO

SUMMARY The Mortgage Loan Closer coordinates and prepares documents necessary to take mortgage loans from the approval to closing while promoting service, quality, compliance and relationship building. ESSENTIAL DUTIES AND RESPONSIBILITIES Reviews file documentation for accuracy per guidelines and investor requirements. Answer...

COMPLIANCE ANALYST II

Stifel - ny

SUMMARY The Compliance Analyst II will work closely with the Policies & Procedures Compliance Team and is responsible for drafting and revising policies and procedures ensuring effectiveness, consistency and adherence to established firm standards and regulatory requirements. In addition, the Compliance Analyst II will work closely with other personnel in the Equity T...

AML- BANKING CLIENT INTELLIGENCE UNIT COMPLIANCE ANALYST II

Stifel - St. Louis, MO

SUMMARY Stifel's AML team is looking to add an experienced AML Banking professional to it's growing team. In this role, the AML- Banking Client Intelligence Unit (CIU) Analyst II is responsible for providing a holistic review of high risk banking clients from a risk based approach. The banking analyst conducts surveillance reviews to identify potential high risk trans...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Irvine, CA

POSITION 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 approva...

KBW INVESTMENT BANKING ANALYST - FIG - Depositories

Stifel - San Francisco, CA

Keefe, Bruyette & Woods (KBW) offers employees a unique environment that combines a highly entrepreneurial platform with the analytical rigor and transaction experience of larger banks. As such, employees will develop their industry coverage expertise while also refining their corporate finance knowledge and deal execution skills. KBW has been growing and is continuously expanding its servic...