Description
Summary
The Digital Client Experience & Support department is looking for an enthusiastic, service-oriented associate to join our unique and exciting team. The Digital Client Experience & Support Associate I provides support for Stifel associates and clients over Stifel's client-facing digital applications. This includes technology support, training on client-facing applications, and working collaboratively with teammates and various departments across the Firm to connect associates & clients with solutions. The ideal candidate will have strong problem solving skills, the ability to multitask, and have a passion for customer service.
Essential Duties & Responsibilities
- Provides the highest quality of customer service through written and verbal communication to internal Stifel associates and clients that require assistance from our team.
- Follows department security policies to protect private client information at all times.
- Provides phone support for internal Stifel associates and external callers, including clients, concerning industry-related questions, client application and password support, as well as other client inquiries and general website support.
- Works collaboratively with other areas in the Firm to resolve inquiries and issues relating to the client digital experience.
- Provides client assistance with Stifel's client-facing technologies.
- Assists with testing applications and upgrades as they become available.
- Assists with training on the Firm's client-facing applications.
- Receives assigned work and processes in a timely manner, in accordance with departmental policy procedures.
- Other duties and projects as assigned by the department manager.
Education & Experience
- High school diploma required or equivalent, college degree preferred.
- 1+ years investment brokerage industry experience required, customer service experience preferred.
Qualifications
- Familiarity with internet browsers such as Internet Explorer, Chrome, and Safari.
- Effective problem solving skills and proficient computer skills desired.
- Knowledge of principles and processes for providing customer and personal services.
- Ability to manage priorities, deadlines and tasks in order to meet deadlines and accomplish goals.
Systems & Technology
- Proficiency in Microsoft Outlook and Microsoft Office skills, especially Word and Excel. MS Access a plus.
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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