Operations Associate II-Stifel Support

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

Job summary

Stifel is seeking a Support Associate II to assist in driving departmental results and support for branch offices. The role requires knowledge of applications, training, and general operations, with supervision and potential travel within the United States for onboarding new Financial Advisors.

The position emphasizes customer service, collaboration with branch personnel and clients, and adherence to approved procedures while developing communication and problem-solving skills.

Qualifications

• Bachelor's degree and/or 1+ years relevant experience.
• 1-3 years professional business related experience.
• Proficient with Microsoft Office (Outlook, Word, Excel).
• Experience with Thomson One is a plus.

Responsibilities

• Provide phone support with high level customer service while following procedures.
• Collaborate with team, branch personnel, and clients to support operations.
• Identify issues outside standard procedures and suggest improvements.
• Provide timely updates to leadership on task progression.
• Assist in onboarding and training new Financial Advisors.
• Handle sensitive information and maintain records of caller interactions.

Skills

Strong communication

Active listening

Multitasking

Time management

Professional phone contact

Team collaboration

Problem solving

Sound judgment

Training others

Organizational skills

Education

Bachelor's degree

Tools

Microsoft Office Suite

Outlook

Word

Excel

Thomson One

BETA experience

Job description

The Stifel Support Associate II is responsible for aiding in driving departmental results for the ongoing support of Stifel's branch offices as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of department subject matter including application support and training, as well as knowledge on general operational and industry questions. This position will require collaboration among team members, branch office personnel and Stifel clients to provide a high level of customer service under direct supervision while following established procedures. While not required, this position offers the opportunity to travel within the United States to assist with onboarding and training new Financial Advisors.

What We’re Looking For

• Accurately provides phone support with a high level of customer service while adhering to departmental procedures and guidelines
• Identify potential problems or issues that fall outside of standard procedures and provide leadership with ways to improve operational efficiency
• Develop effective communication skills within the department, Stifel Branch Personnel and to key stakeholders
• Provide timely updates on progression of job responsibilities to leadership
• Demonstrate the ability to work collaboratively within a team and with other areas in the firm
• Manage higher level and sensitive information with ability to keep record of caller interactions
• Provide the highest quality of customer service through written and verbal communications
• Maintain a positive, empathetic, and professional attitude toward callers and promote team collaboration at all times
• Assists with transitioning Financial Advisors to the firm which includes processing client mailings, training and answering questions regarding the onboarding process

What You’ll Bring

• Strong organizational skills with the ability to follow up on open tasks
• Professional phone contact, strong communication and active listening skills
• Ability to multitask, prioritize and manage time effectively
• Ability to utilize sound judgment in order to assist with more complex issues with the ability to disseminate relevant information to leadership
• Sound understanding Stifel’s applications, industry rules/regulations and Stifel policies that pertain to the department and Stifel’s branches
• Ability to assist with testing applications and upgrades as they become available
• Working knowledge of financial services applications, systems, terminology and procedures and ability to adapt to these changes
• Ability to assist in training both new and existing associates on departmental and branch processes

Education & Experience

• Minimum Required: Bachelor's Degree and/or 1+ years Stifel or career equivalent experience
• Minimum Required: 1 - 3 years' professional business related experience

Systems & Technology

• Microsoft Office Suite, especially Outlook, Word and Excel
• Thomson One, BETA experience beneficial #LI-AS1

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

• health, dental and vision care
• 401k
• wellness initiatives
• life insurance
• paid time off

Stifel is an Equal Opportunity Employer.