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Operations Associate

2 months ago

St Louis, Missouri, United States Stifel Full time
Job Summary

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

Key Responsibilities
  • Provide phone support with a high level of customer service while adhering to departmental procedures and guidelines.
  • Offer support related to industry questions, branch procedures, and research 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 employees.
  • 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 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 at all times.
Requirements
  • 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 and Experience
  • Minimum Required: High School Diploma or equivalent.
  • Preferred: Bachelor's degree or relevant career experience.
  • Minimum Required: 0-2 years' professional business-related experience.
Systems and 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 a global wealth management and investment banking firm serious about innovation and fresh ideas. We are built on a simple premise of safeguarding our clients' money as if it were our own. Our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

We offer an entrepreneurial environment, comprehensive benefits package, and opportunities for career growth and development.