Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. This role is responsible for daily branch operations while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible for understanding the fir

The Corporate Writing Specialist develops creative, clear written material in support of the firm's communications strategies. The Specialist plans, designs, and publishes internal or external communications (e.g., newsletters, brochures, manuals, website content). Essential Duties & Responsibilities Writes and edits articles and content for use in various communication p

The Senior Administrative Assistant performs a higher level of support on a variety of administrative functions. Supports the senior level leadership and departments of Institutional Equities, Marketing and Trading. Serves a backup to peer and works to facilitate the smooth operation of day to day department activities. ESSENTIAL DUTIES AND RESPONSIBILITES Assist the seni

The Retirement Plans Sr. Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist position require

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 IT Operations Engineer II serves as the primary subject matter expert for technical and business driven applications prevalent in the environment. Responsibilities include a full understanding of the applications functionality, maintenance, documentation, infrastructure requirements, and impacted IT and business areas. Essential Duties & Responsibilities Coordinates w

Assists the Options Desk with processing daily trade executions. Performs trade settlement reconciliation daily and notifies management of any discrepancies. Will handle correcting any trade breaks and ensure databases have been updated to reflect the correction. Maintains trade databases and will prepare reports and analyses as requested. Forward billing details to the b

The IT Technician II has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to resolve the in

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 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

This role is a member of the Cash Management and Banking Services team, which is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs and the Firm's payments strategy. This will require partnership with Bank Operations, Brokerage Operations, Financial Advisors, and client support teams in support

The IT Analyst I Asset Management (Software) supports the daily and long term strategic management of physical and logical IT assets Firm wide. This includes planning, monitoring, and recording software licenses and/or hardware assets to ensure compliance with vendor contracts. Initial duties would including assisting to institute the IT Asset Management program, which in