Description
Summary
If you are a collaborator and like doing a variety of processing and are customer service oriented, then this job is for you. Duties are assigned in accordance with department procedures and include customer service, reconciliation, document review, and research.
Essential Duties & Responsibilities
- Will gain an understanding of various transfer types and systems used.
- Accurate and timely processing of client requests to move cash and/or securities into the Stifel client account.
- Clear and concise communication, both verbal and written, with financial advisors, branch support, other operations areas, and financial institutions.
- Demonstrate the ability to work collaboratively with other team members.
- Support department administrative needs including, imaging and indexing documents, filing reports, compiling and organizing client mailings.
Qualifications
- 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.
Education & Experience
- Minimum Required: High School Diploma or equivalent.
- Preferred: Bachelor's degree or relevant career experience.
- Minimum Required: 1+ years' professional business related experience.
Systems & Technology
- Proficient in Microsoft Excel, Word, Outlook.
About Stifel
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 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.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
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