Client Onboarding & Operations Specialist II

Stifel Financial Corp.; St. Louis (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Stifel Financial Corp. is seeking a Support Associate II to assist in driving results for branch offices, provide application support and training, and collaborate with team members, staff and clients to deliver high-quality service.

The role may involve travel within the United States to onboard and train new Financial Advisors. Ideal candidates have a Bachelor's Degree with 1-3 years' business experience, strong communication skills and proficiency with Microsoft Office, Outlook, Word and

Qualifications

• Bachelor's degree and/or 1+ years Stifel or career equivalent experience.
• 1-3 years professional business experience.
• Strong communication and customer service skills.

Responsibilities

• Assist in driving departmental results for branch offices.
• Provide application support and training.
• Collaborate with team members, branch staff and clients to deliver high-quality service.
• Travel within the United States to onboard and train new Financial Advisors (optional).

Skills

Strong organizational skills

Professional phone contact

Communication and active listening

Multitask and time management

Judgment for complex issues

Knowledge of Stifel applications

Training ability

Financial services applications

Education

Bachelor's Degree

1-3 years business experience

Tools

Microsoft Office

Outlook

Word

Excel

Thomson One / BETA

Job description

Stifel Financial Corp. is seeking a Support Associate II to assist in driving results for branch offices, provide application support and training, and collaborate with team members, staff and clients to deliver high-quality service.

The role may involve travel within the United States to onboard and train new Financial Advisors. Ideal candidates have a Bachelor's Degree with 1-3 years' business experience, strong communication skills and proficiency with Microsoft Office, Outlook, Word and