Operations Associate-Lost Security Holder Job Listing at Stifel in Saint Louis, MO (Job ID 7143)

Description

The Operations Associate-Lost Security Holder is responsible for logging and researching large volumes of returned mail across the firm. In addition, this position will use critical thinking skills to perform database searches for accounts and research more complex situations. This position requires the ability to gain a sound understanding of department subject matter, including application support and training and general operational questions. This position will also require collaboration among team members, branch office personnel, and Stifel clients to provide high customer service under direct supervision while following established procedures.

• Sort large volumes of returned mail from various areas across the firm and log appropriately using internal systems.
• Identifies address mail issues and works to resolve including providing branches with the necessary documentation.
• Identifies potential problems or issues and escalates to department leadership if necessary.
• Performs searches for accounts with mail issues using various tools and identifies updated information by logging appropriately using internal systems.
• Makes updates to accounts and ensures all documentation is correct, which may include returning accounts to good status from abandonment.
• Completes various reports to ensure account coding, documents, and other account features are accurate for household mailing addresses.
• Work collaboratively within a team and with other department areas to perform assigned tasks.
• Provides the highest quality of customer service through written and verbal communication.
• Other department duties may be assigned, including hotline phone calls, department emails, document coding, and other account updates or projects.

• Strong organizational and communication skills with the ability to follow up on open tasks.
• Ability to multitask, prioritize and manage time effectively.
• Basic knowledge of account types and account structures along with documentation needed beneficial.
• High-level customer service skills.
• Ability to learn Stifel's applications, industry rules/regulations, and Stifel policies that pertain to the department and Stifel's branches.
• Working knowledge of financial services applications, systems, terminology, and procedures.

• Minimum Required: High School Diploma, Bachelor's Degree, or equivalent work experience preferred.
• Minimum Required: 0-2 years of professional business-related experience.

• Minimum Required: None

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Thomson One, BETA, and Salesforce knowledge are beneficial.   #LI-AS1

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 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.