Operations Advisor – Financial Services Support

Stifel Financial Corp.; St. Louis (MO); On-site; USD 42,000 - 62,000; Full time

Job summary

Stifel seeks an Operations Advisory Support Associate to partner with Financial Advisors and branch staff in establishing, maintaining, and servicing advisory accounts. You will gain hands-on experience in advisory operations, data processing, and issue resolution while working in a fast-paced, detail-oriented team environment.

This role emphasizes accuracy, teamwork, and a commitment to excellent service as you support one of the firm’s key business lines in a dynamic financial services setting.

Qualifications

• High School Diploma or equivalent is required.
• Bachelor’s Degree or higher is preferred or equivalent experience.
• 0–2 years of professional business-related experience is required.

Responsibilities

• Assist advisory accounts setup, maintenance and servicing with accuracy.
• Process and enter data into systems used by Financial Advisors and branch staff.
• Identify potential problems or issues and escalate timely.
• Develop effective communication within the department and with leadership.
• Provide updates on progression of responsibilities to leadership.
• Collaborate effectively within a team and support volume fluctuations.

Skills

Attention to detail

Initiative

Autonomy

Workload management

Self-direction

Education

High School Diploma or equivalent

Bachelor’s Degree or equivalent experience

Tools

Microsoft Office

Outlook

Job description

Stifel seeks an Operations Advisory Support Associate to partner with Financial Advisors and branch staff in establishing, maintaining, and servicing advisory accounts. You will gain hands-on experience in advisory operations, data processing, and issue resolution while working in a fast-paced, detail-oriented team environment.

This role emphasizes accuracy, teamwork, and a commitment to excellent service as you support one of the firm’s key business lines in a dynamic financial services setting.