SUMMARY

The Operations Associate II is responsible for aiding in driving departmental results for Stifel's Salesforce Wealth application, as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the Salesforce application and processes while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members to provide a high level of service to our branch office personnel.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Accurately provides phone support with a high level of customer service while adhering to departmental procedures and guidelines and promoting the Salesforce Wealth application.

• Identify potential problems or issues that fall outside of standard procedures and provide leadership and Product Management 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.

• Assist in the advancement of both departmental and firm wide initiatives when needed.

QUALIFICATIONS

• Strong organizational skills with the ability to follow up on open tasks.

• Professional phone contact 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, specifically around Stifel’s Salesforce Wealth application.

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

EDUCATION AND EXPERIENCE

• Minimum Required: Bachelor’s Degree or equivalent experience

• Minimum Required: 1 - 3 years’ professional business related experience

LICENSES AND CREDENTIALS

• Minimum Required: None

SYSTEMS AND TECHNOLOGY

• Proficient in Microsoft Office Suite including Outlook, Word, and Excel

• Salesforce experience beneficial

Stifel is a 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 – and 26 years of continual growth – is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.