Had input to types of commincation offered to clients
Marketing Software Computer Operator (Former Employee), Danville, KY – October 28, 2013
Daily inventory of which clients required professional letters regarding their personal accounts, who required personal letters and generated these letters and mailed. Worked in compliance with the firm officers. Answered questions for customers who called or came into office. Coordinated with the financial advisor, any special correspondence needed – more... for the week and month. – less
Consulting Services-Operations Intern (Former Employee), St. Louis, MO – October 22, 2013
At Stifel, I found everyone from the mail room to the head of my department open, kind, and approachable. Additionally, I had many chances to work with higher level employees and increase my responsibility and workload.
Registered Sales Assistant (Current Employee), O'Fallon, MO – October 14, 2013
Pros: free lunches
Cons: no advancement
I work very hard for the clients and the brokers. I always make the client feel like they are the only one I am working with, I do not rush them when they have questions or concerns. I always remember that it is the clients money and they have worked hard for it. I am very professional with the brokers by offering suggestions and have extensive experience – more... dealing with Insurance and Annuity companies. I enjoy the marketing aspect of the job, meeting new potential clients. I do not have a typical day of work. Working with (4) brokers and hundreds a clients, they dictate my day. So I rarely have a dull day. The hardest part of my job is keeping all the balls in the air and making sure nothing falls through the cracks. I also cross train employees. – less
Client Service Associate (Former Employee), Uniondale, NY – June 28, 2013
Colleagues are very helpful and willing to share the knowledge that they have. This is a warm work atmosphere where all employees say hi and celebrate the good days and bad with each other, and management is very understanding and flexible with your daily needs. Unfortunately, compensation is low and advancement does not happen quickly.
Internship: great environment and learning experience
Broker Intern (Former Employee), Boston, MA – June 11, 2013
Pros: great environment, great co-workers and managers.
*Posted stock prices and analyzed market movers *Researched current events *Entered bond market orders into Bloomberg system *Great professional management. Great team. *Data entry into excel spreadsheets.
Great opportunity to get your foot in the door and expand your relations network.
Summer Internship (Former Employee), Orland Park, IL – April 23, 2013
Pros: free lunches, great people
Cons: very monotonous
As a intern I organized individual broker accounts increasing office productivity, and created recruitment files through MS Excel. I learned about financial services and different financial advising strategies. My co-workers were much more experienced and did not hesitate to help me no matter what. The hardest part of my job was the lack of direction. – more... This encouraged me to become more independent and develop strong decision making skills. The most enjoyable part of my job was the one on one meetings with one of the workers who took me under his wing to give me industry tips. – less