Operations Associate II — Onboarding & Client Support

Stifel; St. Louis (MO); Hybrid; USD 48,000 - 62,000; Full time

Job summary

Stifel is seeking a Support Associate II to aid in driving departmental results and provide front-line support for branch offices. The role involves collaborating with team members, branch staff and clients to ensure a high level of customer service under supervision.

Travel within the United States for onboarding and training of new Financial Advisors is possible. The position emphasizes strong communication, organization, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent required.
• 1–3 years of professional business experience preferred.
• Strong communication and organizational skills."
• Proficiency with MS Office and basic financial applications expected.

Responsibilities

• Provide high level phone and email support per department procedures.
• Identify and communicate potential issues and opportunities for efficiency.
• Collaborate with team, branch staff, and clients to deliver excellent service.
• Assist with onboarding and training for new Financial Advisors as needed.
• Maintain professional handling of sensitive information and timely updates to leadership.

Skills

Phone support

Customer service

Communication

Multitasking

Team collaboration

Attention to detail

Education

Bachelor's Degree or equivalent

1-3 years professional experience

Tools

MS Office

Thomson One

CRM systems

Job description

Stifel is seeking a Support Associate II to aid in driving departmental results and provide front-line support for branch offices. The role involves collaborating with team members, branch staff and clients to ensure a high level of customer service under supervision.

Travel within the United States for onboarding and training of new Financial Advisors is possible. The position emphasizes strong communication, organization, and the ability to manage multiple tasks in a fast-paced environment.