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    Stifel

    Financial Services

    Private Client Group Operations Coordinator - Non-Registered - Part-time

    Corpus Christi, United StatesOn-SitePart-time2+ yrs experiencePosted 3w ago
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    Job description

    Why Stifel

    Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

    Let’s talk about how you can find your place here at Stifel, where success meets success.

    What You'll Be Doing

    Performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.

    What We're Looking For

    • 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 receipts and accurately balances daily.
    • Books in securities, issues receipts and accurately balances daily.
    • Assists in the opening of customer accounts and processes changes.

    What You'll Bring

    • Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
    • General understanding of the securities regulations.
    • Strong focus on providing exemplary client service. Excellent grammar and possess phone/office etiquette.

    Education & Experience

    • Minimum Required: High School diploma or equivalent
    • Minimum Required: 2+ years of Financial/Securities industry experience

    Systems & Technology

    • Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1

    About Stifel

    Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  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.

    While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  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.  Let’s talk about how you can find your place here at Stifel, where success meets success.

    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.

    Stifel is an Equal Opportunity Employer.

    Job details are sourced from the employer's original posting.

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    About the company

    Stifel

    Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF). Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust. These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services. The company’s customers include individuals, corporations, municipalities, and institutions. Stifel has been a pillar of strength serving its customers for over 125 years. We are a full service regional New York Stock Exchange member firm with Corporate Headquarters located in St. Louis and more than 300 offices in 38 states.

    View all Stifel jobs
    Industry
    Financial Services
    Open roles
    146

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