Demonstrate the ability to work collaboratively within a team and with other areas in the firm
Manage large amounts of incoming calls and keeping 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 at all times
What You'll Bring
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
Working knowledge of financial services applications, systems, terminology and procedures
Education & Experience
Minimum Required: High School Diploma
Preferred: Bachelor's degree or relevant career experience
Minimum Required: 0-2 years' professional business related experience
Licenses & Credentials
Minimum Required: None
Systems & Technology
Microsoft Outlook and Microsoft Office Suite, especially Word and Excel
Internet Browsers; including Microsoft Edge, Chrome, Safari
Thomson One, BETA & Salesforce 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.
