The Sr Client Service Associate Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long term client relationships and be a resource for all other branch office associates. This posit

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 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

Under immediate supervision, Client Services Associate (NR) 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 adver

The Data Security Engineer I is a front line member of the Data Security team that has responsibility for protecting corporate information assets. The Data Security Engineer I assists in maintaining technology and process solutions for the protection of Stifel data. Essential Duties & Responsibilities Assist in deploying and managing technology and process solutions to re

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

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

The 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, provid

The Economic Analyst position reports directly to staff economists and supports the economics department in modeling and forecasting. This role will include analyzing data and using critical thinking skills to develop models to forecast economic indicators and interest rates, as well as assisting the economics team in day to day activities. ESSENTIAL DUTIES AND RESPONISIB

The Operations Coordinator, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. Essential Duties & Responsibilities Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Performs operational or ad

Under general supervision, performs multiple support staff duties required for a satellite/ branch and acts as liaison to home office personnel. Essential Duties & Responsibilities Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Performs operational or administ

At Stifel, Associates act as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring financial analysts. Associates work on small, client focused teams within the Corporate Finance and M&A disciplines. Associates in our Boston based Consumer group will develop an industry coverage expertise while also

Manage and schedule complex calendar requests, including making follow up phone calls as needed. Plan travel arrangements and complex itineraries. Utilize CRM platform to input and track information, create and prepare reports, disseminate updates, etc. Liaise with clients and support the Project Management team as a lead MA on assigned fund projects, including helping to

The Project Owner (PO) is a member of an Agile Development Team. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO defines users, cre

The 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, provid