Operations Associate II — Onboarding & Client Support (Travel)

Stifel Financial Corp.; Northern (KY); Hybrid; USD 42,000 - 61,000; Full time

Job summary

Stifel is seeking a Support Associate II to aid in driving branch office support and to handle onboarding and training tasks. This role requires collaboration with team members, branch personnel, and clients to provide high-quality service while following established procedures.

Travel within the United States may be required to onboard and train new Financial Advisors. Applicants should demonstrate strong organizational and communication skills, multitasking ability, good judgment, and the

Qualifications

• Bachelor's Degree and/or 1+ years Stifel or career equivalent experience.
• 1-3 years' professional business related experience.
• Microsoft Office Suite proficiency (Outlook, Word, Excel).
• Thomson One experience beneficial.

Responsibilities

• Provide high level of customer service via phone and written communications.
• Collaborate with team members, branch personnel and clients to drive results.
• Assist with onboarding/training new Financial Advisors and transitioning clients.

Skills

Customer service

Communication skills

Active listening

Multitasking

Team collaboration

Time management

Judgment

Training

Education

Bachelor's Degree

1-3 years professional experience

Tools

Microsoft Office

Thomson One

Job description

Stifel is seeking a Support Associate II to aid in driving branch office support and to handle onboarding and training tasks. This role requires collaboration with team members, branch personnel, and clients to provide high-quality service while following established procedures.

Travel within the United States may be required to onboard and train new Financial Advisors. Applicants should demonstrate strong organizational and communication skills, multitasking ability, good judgment, and the