Operations Support Specialist II

Stifel; St. Louis (MO); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Wellness initiatives

Paid time off

Job summary

Stifel is seeking a Support Associate II to help drive departmental results and provide high-level customer service to branch offices and clients. The role requires collaboration, adherence to procedures, and the ability to handle sensitive information under supervision.

Travel within the United States for onboarding/training may be required, and the position emphasizes strong communication, organization, and teamwork across Stifel's network.

Qualifications

• Bachelor's degree and/or 1+ years experience in a related role.
• Strong communication and customer service skills.
• Familiarity with financial services tools and processes.

Responsibilities

• Support branch offices and clients with high-quality service.
• Collaborate with team members and branch personnel to resolve issues.
• Assist onboarding/training of new Financial Advisors.
• Travel within the United States to support onboarding as needed.

Skills

Communication skills

Organizational skills

Multitasking

Phone support

Team collaboration

Handling sensitive information

Onboarding & training

Listening skills

Stifel apps knowledge

Application testing

Education

Bachelor's Degree

1-3 years experience

Tools

Outlook

Word

Excel

Thomson One

BETA experience

Job description

Stifel is seeking a Support Associate II to help drive departmental results and provide high-level customer service to branch offices and clients. The role requires collaboration, adherence to procedures, and the ability to handle sensitive information under supervision.

Travel within the United States for onboarding/training may be required, and the position emphasizes strong communication, organization, and teamwork across Stifel's network.