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

Stifel Financial Corp.; Corpus Christi (TX); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel is seeking a branch-support associate in a satellite/small branch. You will liaise with home office, balance daily cash and securities, and assist in opening customer accounts.

The ideal candidate has a High School diploma and 2+ years in financial/securities environments, with strong client service and MS Office skills.

Qualifications

• Proven ability to provide exemplary client service and effective communication.
• Understanding of financial markets, industry terminology and related regulations.
• Proficiency in MS Office applications (Excel, Word, PowerPoint, Outlook).

Responsibilities

• Perform multiple support staff duties for a satellite/small branch and liaise with home office personnel.
• Train additional support staff on daily work assignments.
• Process client-related requests and ensure timely follow-up.
• Balance cash, checks and securities accurately and daily.
• Assist in opening and updating customer accounts.

Skills

Client service

Financial markets knowledge

Regulatory knowledge

Education

High School diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

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.

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

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.