Branch Operations Coordinator — Client Liaison

Stifel Financial Corp.; Corpus Christi, Northern (TX, KY); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Stifel Financial Corp. seeks a branch support liaison for a satellite/small branch. You will act as the bridge to home office personnel and handle daily operational tasks, client requests, and account processing.

Ideal candidates bring knowledge of financial markets, securities regulations, and strong client service with excellent communication. Requires a high school diploma and 2+ years in the securities industry, with proficiency in Microsoft Office.

Qualifications

• Liaise between branch/satellite and home office; handle questions and paperwork.
• Train additional support staff on daily tasks.
• Support client-related requests and daily operational needs.
• Process order tickets accurately and follow up as needed.
• Balance cash and checks; issue receipts.
• Balance securities and issue receipts daily.
• Assist in opening customer accounts and processing changes.

Responsibilities

• Supports satellite branch and serves as liaison to home office.
• Executes daily admin tasks for client requests and paperwork.

Skills

Financial markets knowledge

Client service

Strong communication

Education

High School diploma or equivalent

2+ years in Financial/Securities industry

Tools

Microsoft Excel

Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. seeks a branch support liaison for a satellite/small branch. You will act as the bridge to home office personnel and handle daily operational tasks, client requests, and account processing.

Ideal candidates bring knowledge of financial markets, securities regulations, and strong client service with excellent communication. Requires a high school diploma and 2+ years in the securities industry, with proficiency in Microsoft Office.