Description
Summary
Under immediate supervision, the Operations Associate II in New Accounts Capital Markets reviews, processes, and monitors new and existing Institutional DVP customer account information and required documentation.
Essential Duties & Responsibilities
- Review and process Institutional DVP client-related documents, which may include making updates to account information and adding settlement instructions.
- Review daily reports as related to new and existing accounts.
- Provide customer service to branch offices through phone calls, emails, or other communication.
- Assist in opening foreign and domestic new accounts through various methods.
- Review and interpret Institutional formation documents for new and existing customers.
- Provide ideas/assists with projects to improve processing quality and/or efficiency and assists in resolving complex department issues.
Qualifications
- Excellent communication and administrative skills.
- Exceptional organizational and time management skills.
- Ability to work in a team environment and ability to meet assigned deadlines.
- Provide a high level of customer service.
- Shifts may vary between the department hours of 8:00 a.m. to 6:15 p.m.
Education & Experience
- Minimum Required: Associate's degree in Business or related field or equivalent combination of education and experience.
- Minimum Required: 3+ years' professional business related experience.
Systems & Technology
- Proficient in Microsoft Excel, Word, Outlook, PowerPoint.
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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