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.
Was able to run my unit on my terms as long as the numbers were always there.
Managing Director (Former Employee) – Cleveland, OH – March 26, 2015
The best thing about my job was management had a "hands off" approach. Most enjoyable part of the job was being given the opportunity to build and maintain great relationships with clients , many of whom became good friends.
A great place to work and learn technical aspects of trading
Team Leader (Current Employee) – St. Louis, MO – July 22, 2014
My typical day is always busy. I learn more everyday while I'm performing my job assignment. My management is always there to assist and encourage job proficiency and efficiency. My co-workers are fun to work with and make my day go fast. The hardest part of the job is not having enough time to resolve every crisis. Most enjoyable part of the job is working in the downtown business area of St. Louis.
Operations (Current Employee) – St. Louis, MO – April 4, 2014
Stifel is a typical corporate job. Daily duties with a mix of projects. Reports. Phone Calls. A typical cubicle job. Very little prospect for moving up if you are new to the firm. Management is good for the most part, depending on your department.
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 for the week and month.
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
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 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.
Internship: great environment and learning experience
Broker Intern (Former Employee) – Boston, MA – June 11, 2013
*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
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. 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.