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Established in 1890, Stifel is one of the nation’s leading full-service wealth management and investment banking firms. Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support.
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We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Works with management in identifying potential problems or issues that fall outside of standard procedures and ability to analyze effectively to come to a resolution.
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At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. The Commercial Post Close Associate will ensure loan files are completed accurately and tracked for the life of the loan.
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Time Management – Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm’s resources efficiently.
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Summary 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.
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Summary Under immediate supervision, Client Service Associate, Registered, assists one or more Financial Advisor(s) (FA(s. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
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Summary The Client Service Associate (Registered) will assist one or more Financial Advisor(s) (FA(s. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
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Summary A highly successful, leading edge, and fun private wealth advisory practice is seeking a Registered, 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.
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Summary The Client Service Associate, Registered, assists one or more Financial Advisor(s) (FA(s. Stifel is an Equal Opportunity Employer. About Stifel Stifel is a more than 130 years old and still thinking like a start-up.
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Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s. Let's talk about how you can find your place here at Stifel, where success meets success.
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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 and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s.
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The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s. Stifel is a more than 130 years old and still thinking like a start-up. Series 7 and Series 63/65 or Series 66 preferred but not required.
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Knowledge of project management, media production, communication, and dissemination techniques and methods. Nothing in this job description restricts management right to assign or reassign duties and responsibilities to this job at any time.
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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 advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s.
$59,800 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Client Services Associate assists one or more Financial Advisor(s) (FA(s. Stifel is more than 130 years old and still thinking like a start-up. Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.
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wealth management jobs Title: associate Company: Stifel
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