Stifel Financial Corp. · 15 hours ago
Private Client Group Operations Coordinator - Non Registered
Phoenix, AZ
Full-time
Onsite
Entry Level
2+ years expStifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and client success. The Private Client Group Operations Coordinator will perform various support duties for a branch, acting as a liaison with home office personnel and assisting with client-related requests.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
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
Minimum Required: High School diploma or equivalent
Minimum Required: 2-3 years of Financial/Securities industry experience
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Benefits
Health
Dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase