Operations Associate-Stifel Support

Stifel; St. Louis (MO); On-site; USD 38,000 - 54,000; Full time

Job summary

Stifel is seeking a Support Associate to aid in driving departmental results for ongoing support of Stifel's branch offices. You will gain understanding of department subject matter including application support and training, and collaborate with team members, branch staff and clients to deliver high level customer service under supervision.

The role emphasizes following established procedures, handling large volumes of calls with professionalism, and maintaining accurate records while expanding

Qualifications

• High School Diploma required.
• Bachelor’s degree preferred.
• 0-2 years' professional business related experience.

Responsibilities

• Assist in driving departmental results for ongoing support of branch offices.
• Collaborate with team, branch personnel and clients to provide high level customer service.
• Gain understanding of department subject matter including application support and training.
• Follow established procedures.

Skills

Phone support

Customer service

Communication

Teamwork

Call management

Written & verbal communication

Education

High School Diploma

Bachelor’s degree

Tools

Microsoft Outlook

Microsoft Office Suite

Salesforce

Thomson One

Job description

What You’ll Be Doing

The Stifel Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's branch offices. This position requires the ability to gain a sound understanding of department subject matter including application support and training and general operational 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.

What We’re Looking For

• Accurately provides phone support with a high level of customer service while adhering to departmental procedures and guidelines
• Proficiently provide support related to industry related questions, branch procedures and researches branch inquiries while acting as the company gatekeeper for Stifel information
• Identify potential problems or issues and elevate to department leadership if necessary
• Develop effective communication skills within the department and Stifel Branch Personnel
• 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 large amounts of incoming calls and keeping 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 at all times

What You’ll Bring

• Strong organizational skills with the ability to follow up on open tasks
• Strong communication skills including phone contact handling and active listening
• Ability to multitask, prioritize and manage time effectively
• Ability to learn Stifel's applications, industry rules/regulations and Stifel policies that pertain to the department and Stifel's branches
• Working knowledge of financial services applications, systems, terminology and procedures

Education & Experience

• Minimum Required: High School Diploma
• Preferred: Bachelor’s degree or relevant career experience
• Minimum Required: 0-2 years' professional business related experience

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Microsoft Outlook and Microsoft Office Suite, especially Word and Excel
• Internet Browsers; including Microsoft Edge, Chrome, Safari
• Thomson One, BETA & Salesforce knowledge is beneficial #LI-AS1

Benefits

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.

Stifel is an Equal Opportunity Employer.