Client-Focused Operations Support Specialist

Stifel Financial Corp.; St. Louis (MO); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial Corp. is seeking an entry-level Support Associate to assist branch offices with client services and operational inquiries. You will learn the department’s applications, procedures, and industry rules while delivering top-tier customer service under supervision.

Primary responsibilities include handling high volumes of calls, assisting with routine questions, and escalating issues when needed. The role emphasizes teamwork and professional communication across the firm.

Qualifications

• High School Diploma required; Bachelor’s preferred for advancement.
• Ability to provide phone support with high customer service standards.
• Able to learn Stifel applications, industry rules/regulations, and branch procedures.

Responsibilities

• Provide high-quality phone support with adherence to procedures.
• Answer inquiries and research branch procedures; act as gatekeeper for information.
• Escalate issues to leadership when necessary and follow up with updates.
• Maintain organized records of caller interactions and progress on tasks.
• Collaborate with team and branch personnel to deliver service excellence.

Skills

Phone support

Customer service

Multitasking

Communication

Time management

Learn applications

Financial services apps

Education

High School Diploma

Bachelor's degree (preferred)

Tools

Microsoft Outlook

Microsoft Office Suite

Excel

Internet browsers

Thomson One

Salesforce

Job description

Stifel Financial Corp. is seeking an entry-level Support Associate to assist branch offices with client services and operational inquiries. You will learn the department’s applications, procedures, and industry rules while delivering top-tier customer service under supervision.

Primary responsibilities include handling high volumes of calls, assisting with routine questions, and escalating issues when needed. The role emphasizes teamwork and professional communication across the firm.