Operations Associate II-Stifel

Position: Operations Associate II-Stifel Support
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 II is responsible for aiding in driving departmental results for the ongoing support of Stifel's branch offices as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of department subject matter including application support and training, as well as knowledge on general operational and industry 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. While not required, this position offers the opportunity to travel within the United States to assist with onboarding and training new Financial Advisors.

What We're Looking For Accurately provides phone support with a high level of customer service while adhering to departmental procedures and guidelines

Identify potential problems or issues that fall outside of standard procedures and provide leadership with ways to improve operational efficiency

Develop effective communication skills within the department, Stifel Branch Personnel and to key stakeholders

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 higher level and sensitive information with ability to 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 and promote team collaboration at all times

Assists with transitioning Financial Advisors to the firm which includes processing client mailings, training and answering questions regarding the onboarding process

What You'll Bring Strong organizational skills with the ability to follow up on open tasks

Professional phone contact, strong communication and active listening skills

Ability to multitask, prioritize and manage time effectively

Ability to utilize sound judgment in order to assist with more complex issues with the ability to disseminate relevant information to leadership

Sound understanding Stifel's applications, industry rules/regulations and Stifel policies that pertain to the department and Stifel's branches

Ability to assist with testing applications and upgrades as they become available

Working knowledge of financial services applications, systems, terminology and procedures and ability to adapt to these changes

Ability to assist in training both new and existing associates on departmental and branch processes

Education & Experience Minimum

Required:

Bachelor's Degree and/or 1+ years Stifel or career equivalent experience

Minimum

Required:

1 - 3 years' professional business related experience

Systems & Technology Microsoft Office Suite, especially Outlook, Word and Excel Thomson One, BETA experience beneficial #LI-AS1

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…