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CLIENT SERVICE ASSOCIATE

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

CompanyStifel
AddressFairport, NY
CategoryRetail
Salary$40,600 - $54,100 a year
Job typeFull-time
Date Posted 4 weeks ago See detail

Client Service Associate

Stifel

Fairport, NY

$40,600 - $54,100 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Receptionist

Stifel

Walnut Creek, CA

Operate telephones to answer, screen and forward calls, provide information, take messages and schedule appointments. Greet clients/guests, determine nature and purpose of visit and direct or escort them to their specific destinat...

Client Service Associate

Stifel

Titusville, FL

Support the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming...

Client Service Associate- Registered

Stifel

Carlsbad, CA

$44,000 - $55,000 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Client Service Associate

Stifel

Florham Park, NJ

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Client Service Associate - Part-time

Stifel

Kalispell, MT

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Assistant Vice President, Sponsor Finance

Stifel

Dallas, TX

Maintain a portfolio of active customer names while supporting efforts to analyze new deal opportunities. Analyze business financial statements and create cash flow models to be utilized in support of new and existing syndication...

Managing Director, Venture Lending

Stifel

New York, NY

Develop and retain VLB clients including loan and deposit opportunities. Oversee loan underwriting and origination. Manage, coach and direct banking staff. Collaborate with senior staff of the bank to develop new products to meet...