Provides timely updates on the progression of job responsibilities to leadership.
Demonstrates the ability to work collaboratively within a team and with other areas in the firm.
Manages incoming calls and keeps records of caller interactions.
Troubleshoots and diagnoses issues related to Stifel's Client Facing Applications, including gathering all relevant information from the caller, working with team members to apply known troubleshooting techniques, opening detailed support tickets when troubleshooting fails, and following up with users once the issue is resolved.
Handles escalated calls and emails from tier 1 support.
What You'll Bring
Strong organizational skills with the ability to follow up on open tasks.
Strong phone interaction skills and active listening.
Ability to multitask, prioritize and manage time effectively.
Ability to learn Stifel's Client Facing Applications, and Stifel policies that pertain to the department and to the firm.
Working knowledge of financial services applications, systems, terminology and procedures.
Provides the highest quality of customer service through written and verbal communication.
Maintains a positive, empathetic, and professional attitude toward callers at all times.
Education & Experience
Minimum Required: High School diploma required.
Preferred: Bachelor's degree or relevant career experience.
Minimum Required: 0-2 years' professional business related experience.
Systems & Technology
Microsoft Outlook and Microsoft Office Suite, especially Word and Excel.
Proficient in Internet Browsers; including Microsoft Edge, Chrome, and Safari, and how to troubleshoot issues.
Thomson One and BETA knowledge is 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 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.
