Customer Support Associate

2 weeks ago

Sioux Falls, South Dakota, United States Stifel Full time

Position Overview

At Stifel, we are dedicated to offering our clients expert guidance, innovative strategies, and exceptional service to help them realize their long-term financial aspirations. Are you a motivated individual with a knack for providing outstanding client support, excellent organizational skills, and the ability to juggle multiple tasks? We are expanding our administrative team and are in search of a candidate with strong administrative and communication abilities to assist our investment clients. Our team fosters a positive culture and is open to training the right individual.

Role Responsibilities

As a Client Service Associate, your primary duties will include managing data entry for the establishment and upkeep of client accounts and records. You will perform a variety of administrative support tasks, which may include word processing, preparing mailings, filing, answering phone calls, and delivering comprehensive customer service support to our clients and financial advisors.

Your Daily Activities:

  • Conducting data entry, participating in team meetings, receiving assignments from financial advisors, engaging with clients both in person and via phone, coordinating tasks to fulfill client requirements, and collaborating with team members on projects aimed at enhancing our client relationships.
  • Standard working hours are Monday through Friday, from 8:00 AM to 4:30 PM.

Ideal Candidate Profile:

  • Exhibits the ability to multitask and communicate in a courteous, professional, and timely manner.
  • Can work independently while contributing to the overall objectives of the team.
  • Maintains confidentiality of sensitive information at all times.
  • Demonstrates attention to detail with a strong focus on accuracy and efficiency.
  • Possesses proficiency in Microsoft Word, Excel, and Outlook; training will be provided on industry-specific software.

Key Duties and Responsibilities:

  • Performs clerical tasks related to the initiation of client accounts and ongoing account coding based on client-selected features.
  • Assists clients in obtaining necessary documentation.
  • Provides account-related information to support clients effectively.
  • Organizes and aids in the maintenance of comprehensive client account records.
  • Handles operational or administrative functions for client-related requests (e.g., check requests, fund transfers, address changes, dividend information, etc.).
  • Generates reports and other information as required.
  • Conducts outbound calling activities as assigned.
  • Performs various administrative tasks (e.g., typing, filing, answering phones, mailing documents/letters, etc.) and other duties and projects as assigned.

Qualifications:

  • High School Diploma or equivalent is required.
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Administrative Knowledge - Familiarity with administrative and clerical procedures and systems, including word processing, spreadsheet applications, file management, and other office protocols.
  • Time Management - Capable of organizing, prioritizing, and managing multiple tasks, responsibilities, and deadlines; able to follow through and achieve goals while utilizing firm resources efficiently.
  • Critical Thinking - Employs logic and reasoning to evaluate the strengths and weaknesses of various solutions, conclusions, or approaches to practical problem-solving.
  • Excellent Interpersonal Skills - Knowledge of principles and processes for delivering exemplary client service, with the ability to communicate information and ideas clearly in both spoken and written forms, ensuring understanding with excellent grammar and professional etiquette.
  • Communication Skills - Proficient in conveying information and ideas clearly in both spoken and written forms, ensuring understanding with excellent grammar and professional etiquette.

About Stifel

Stifel has a rich history of over 130 years and continues to embrace a start-up mentality. As a global wealth management and investment banking firm, we are committed to innovation and fresh ideas. Our guiding principle is to safeguard our clients' assets as if they were our own, a philosophy established by our founder, Herman Stifel. Our success is closely linked to our dedication to helping families, businesses, and municipalities achieve their own success.

With our headquarters in St. Louis, we have a presence in numerous locations, including major cities across the globe. Stifel is home to approximately 9,000 professionals who are building their careers in various roles, including financial advisors, research analysts, project managers, marketing specialists, developers, bankers, and operations associates, among many others. Join us in discovering how you can find your place at Stifel, where success meets success.

At Stifel, we provide an entrepreneurial environment and a comprehensive benefits package that includes health, dental, and vision care, a 401(k) plan, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

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