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 Sup

Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk. Process monthly and quarterly analyses of clients' investment portfolios/balance sheets and various risk measurements using Excel based and other complex financial models. Interact daily with senior team members and sales representatives. Interact with clients to obta

Excellent programming skills particularly Python coding skills (Pandas/NumPy). Monitor news, events, index announcements as well as and market changes for index members. Knowledge of statistics as well as statistical knowledge and ease of working with and analyzing large databases for purpose of quantitative modeling. Build and maintain Excel based financial models. Formu

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 approvals for FA(s) communic

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) (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) communic

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 Sup

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

The Public Finance Operations Administrator is responsible providing overall support to the Public Finance department related to the issuance of municipal bonds. This includes managing a database of client files, maintaining the integrity of public finance records, interacting with national bond issue repositories, ensuring compliance with laws and regulations governing p

The Facilities Space Planner at a financial investment firm is critical in optimizing office space utilization and ensuring that the physical layout aligns with the company's operational needs. This role will analyze space requirements, assess current space utilization, and develop plans to maximize efficiency and functionality. This role will include creating floor plans

The Lease Document Storage Administrator manages all lease agreement aspects, ensures lease terms and conditions compliance, and coordinates document retention efforts across various departments and locations. This role requires strong communication skills, attention to detail, and working efficiently in a fast paced environment. It will also support the operational and r

The Operations Manager Entitlements and Access Controls is responsible for the day to day management of workloads, phone/mailbox coverage, associate development, performance management, personnel issues, and additions/reductions in staff. This role includes modeling the attitude and behavior expected by the team and demonstrating and ensuring associates maintain the secur

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 Client Report Services Specialist is responsible for assisting with the day to day support and on going development of large scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advis

At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Junior Analysts. Associates work on small, client focused teams within the Corporate Finance and M&A disciplines. We offer Associates a unique environment which combines a highly entrep