PCG Operations Coordinator - NR

Stifel; San Francisco, Buffalo (CA, NY); On-site; USD 51,000 - 69,000; Full time

Job summary

Join a forward-thinking company that values its clients and associates, fostering a culture of belonging and contribution. In this role, you will provide essential support for a satellite branch, ensuring smooth operations and exemplary client service. Your expertise in financial markets and operational functions will be vital as you assist in processing client requests and training support staff. With a commitment to innovation and a comprehensive benefits package, this is an exciting opportunity to build your career in a dynamic environment.

Benefits

Health insurance

Dental insurance

Vision insurance

401k

Paid time off

Tuition assistance

Flexible spending accounts

Discretionary bonuses

Qualifications

• Strong knowledge of financial markets and securities regulations.
• 2-3 years of experience in the financial or securities industry.

Responsibilities

• Act as a liaison between branch and home office personnel.
• Process order tickets and assist in opening customer accounts.

Skills

Knowledge of financial markets

Client service focus

Excellent grammar

Phone and office etiquette

Education

High School diploma or equivalent

2-3 years of Financial/Securities industry experience

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

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

Under general supervision, 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: 2-3 years of Financial/Securities industry experience

Licenses & Credentials

• Minimum Required: none

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Compensation Range

Salary: USD $51,300.00/Yr. - USD $68,400.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

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.