Stifel Job - 31212309 | CareerArc
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Company: Stifel
Location: St. Louis, MO
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

SUMMARY

The Operations New Accounts Associate reviews, processes and monitors new and existing customer information and required documentation.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Assists in opening new accounts through various methods.
  • Reviews and processes client-related documents, including updates to account information.
  • Reviews daily reports as related to new and existing accounts.
  • Provides customer service to branch offices through phone calls, emails, or other communication.
  • Assists in regulatory mailings such as update letters, welcome letters, and address change letters.
  • Assists in entering returned mail through the Lost Security Holder process.

QUALIFICATIONS

  • Minimum required: High School Diploma or equivalent required.
  • Minimum required: 0-1 year of experience in the financial services industry.
  • Proficient in Microsoft Word, Outlook and Excel.


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