Operations Associate-Stifel Support

Stifel Financial Corp.; St. Louis (MO); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial Corp. is seeking an entry-level Support Associate to assist branch offices with client services and operational inquiries. You will learn the department’s applications, procedures, and industry rules while delivering top-tier customer service under supervision.

Primary responsibilities include handling high volumes of calls, assisting with routine questions, and escalating issues when needed. The role emphasizes teamwork and professional communication across the firm.

Qualifications

• High School Diploma required; Bachelor’s preferred for advancement.
• Ability to provide phone support with high customer service standards.
• Able to learn Stifel applications, industry rules/regulations, and branch procedures.

Responsibilities

• Provide high-quality phone support with adherence to procedures.
• Answer inquiries and research branch procedures; act as gatekeeper for information.
• Escalate issues to leadership when necessary and follow up with updates.
• Maintain organized records of caller interactions and progress on tasks.
• Collaborate with team and branch personnel to deliver service excellence.

Skills

Phone support

Customer service

Multitasking

Communication

Time management

Learn applications

Financial services apps

Education

High School Diploma

Bachelor's degree (preferred)

Tools

Microsoft Outlook

Microsoft Office Suite

Excel

Internet browsers

Thomson One

Salesforce

Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

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 escalate 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

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.

Stifel is an Equal Opportunity Employer.