Job Details

Private Client Group Operations Coordinator - Non-Registered

  2025-08-26     Stifel Financial Corporation     Reno,NV  
Description:

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 posses...Operations Coordinator, Operations, Registered, Support Staff, Private, Coordinator, Manufacturing


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