Treasury Client Service & Operations Specialist

Stifel Financial Corp.; Missouri; On-site; USD 40,000 - 60,000; Full time

Job summary

Stifel Financial Corp. is looking for a Treasury Client Support Specialist II in Missouri. This individual will provide crucial support in response to inquiries and maintain relationships with clients while ensuring compliance with relevant regulations.

The ideal candidate will have experience in a financial institution, be skilled in Microsoft Office, and comfortable handling operational tasks. Specific experience with customer service and troubleshooting system-related issues is essential for this role.

Qualifications

• 2-4 years' experience in a financial institution or similar field.
• Ability to comply with relevant regulations like the Community Reinvestment Act.
• Proficient in Microsoft Office Suite.

Responsibilities

• Support daily operational duties of the Treasury Deposit Team.
• Build and maintain relationships with Stifel clients.
• Serve as first point of contact for clients.
• Ensure compliance and accuracy in new account setups.
• Act as a liaison between clients and Bank Operations.

Skills

Client relationship building

Troubleshooting

Operational support

Regulatory compliance knowledge

Education

High School Diploma or equivalent experience

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

Stifel Financial Corp. is looking for a Treasury Client Support Specialist II in Missouri. This individual will provide crucial support in response to inquiries and maintain relationships with clients while ensuring compliance with relevant regulations.

The ideal candidate will have experience in a financial institution, be skilled in Microsoft Office, and comfortable handling operational tasks. Specific experience with customer service and troubleshooting system-related issues is essential for this role.