Description
Summary
The Operations Associate is responsible for aiding in driving departmental results for the Salesforce Department. This position requires the ability to gain a sound understanding of department subject matter including Salesforce application support, assisting with relevant training materials and level 1 troubleshooting. This position will require collaboration among team members and branch office personnel to provide a high level of customer service under direct supervision while following established procedures.
Essential Duties & Responsibilities
- Accurately provide phone support with a high level of customer service.
- Identify potential problems or issues and escalate to department leadership if necessary.
- Develop effective communication skills within the department and Stifel Branch Personnel.
- Provide timely updates on progression of job responsibilities to leadership.
- 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.
Qualifications
- Strong organizational skills with the ability to follow up on open tasks .
- Strong phone contact handling skills and active listening.
- Ability to multitask, prioritize and manage time effectively.
- Ability to learn Stifel's Salesforce Wealth application, 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 required, Bachelor's degree preferred or equivalent combination of education and experience.
- Minimum Required: 2+ years' professional business-related experience.
Systems & Technology
- Proficient in Outlook and Microsoft Office products.
- Salesforce experience preferred.
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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