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Operations Coordinator

Stifel Financial Corp.
Canfield, OH
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79444291 273462298 Description Summary Under general supervision, performs ...
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About the job:
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 administrative functions for client related requests. Accurately processes order tickets (or calls in/faxes orders to main branch) and follows up where necessary. Books in cash/checks, issues...
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Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
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Branch Intern

Stifel Financial Corp.
Cincinnati, OH
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79404731 273462159 Description Summary Under immediate supervision, the ...
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About the job:
Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business. Essential Duties & Responsibilities Learn various job functions within the Financial Services industry. Apply academic knowledge and learn new skills by contributing to various projects. Research various legal, regulatory and other...
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Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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Part Time Administrative Assistant

Stifel Financial Corp.
Cincinnati, OH
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79404732 273462210 Description Summary The Administrative Assistant performs ...
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About the job:
a variety of administrative functions in support of the department and the department Manager/Director and works to facilitate the smooth operation of the day-to-day department activities. Essential Duties & Responsibilities Answer phones; take messages and transfer/direct to the appropriate person Run Monthly/Quarterly Reports Create and maintain Excel spreadsheets Data entry for preparation of comprehensive and individual portfolio reviews Set-up, organize and maintain paper and electronic filing of correspondence...
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Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
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Client Service Associate

Stifel Financial Corp.
Cincinnati, OH
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79404733 273462270 Description Summary The Client Service Associate supports ...
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About the job:
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 Support the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation,...
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Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
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Client Service Associate - Registered

Stifel Financial Corp.
Dublin, OH
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77965304_1 273274548 Description Summary Under immediate supervision, Client ...
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About the job:
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) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Essential Duties & Responsibilities *Perform clerical...
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Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
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Client Service Associate

Stifel Financial Corp.
Columbus, OH
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79310421 273274599 Description Summary The Client Service Associate supports ...
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Summary
About the job:
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 Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Support the daily administration of the FA's...
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Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate

Stifel Financial Corp.
Canfield, OH
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DescriptionSummaryThe Client Service Associate supports the Financial ...
Details
Summary
About the job:
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 & ResponsibilitiesSupport 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...
Location:
Canfield, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate - Registered

Stifel Financial Corp.
Cincinnati, OH
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DescriptionSummaryUnder immediate supervision, Client Services Associate, ...
Details
Summary
About the job:
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) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).Essential Duties & Responsibilities*Perform clerical functions related to opening...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
3
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate - Registered

Stifel Financial Corp.
Canfield, OH
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78764066 271610255 Description Summary The Client Services Associate, ...
Details
Summary
About the job:
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) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Essential Duties & Responsibilities *Perform clerical functions related to opening...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate - Registered

Stifel Financial Corp.
Cincinnati, OH
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78854394 271610304 Description Summary Under immediate supervision, Client ...
Details
Summary
About the job:
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) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Essential Duties & Responsibilities *Perform clerical...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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