Stifel Financial Corp.
Client Support Specialist - Treasury Management
Stifel Financial Corp., Saint Louis, Missouri, United States, 63146
Overview
Client Support Specialist - Treasury Management Location: St. Louis, MO What You'll Be Doing
The Bank Client Support Specialist is responsible for a variety of moderate to highly complex operational recurring functions to support bank and brokerage operations. Works closely with teammates and manager to achieve department goals and objectives. What We're Looking For
Performs a variety of work assignments, including new account activity, mobile deposits, outbound wire calls, account maintenance and lockbox, in accordance with departmental policy Provides the highest quality of customer service through written and verbal communication to internal Stifel associates that require assistance from our team Follows department security policies to protect client information at all times Utilizes a variety of resources, systems and processes to ensure the highest level of customer service Responsible for special projects as needed Education & Experience
Minimum Required: High School Diploma or Equivalent Minimum Required: 1+ years\' of client service experience Banking Operations and/or Retail Banking background preferred Level of role is flexible based on experience Licenses & Credentials
Minimum Required: None Systems & Technology
Proficient in Microsoft Excel, Word, and Outlook 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, our success is tied to helping families, companies, and municipalities find their own success. Our headquarters are in St. Louis with offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals building careers across many roles. Let’s talk about how you can find your place here at Stifel, where success meets success. We offer an entrepreneurial environment and a comprehensive benefits package including health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer. Seniority level
Entry level Employment type
Full-time Job function
Other Stifel is not responsible for links to external sites or third-party postings. Referrals may increase your chances of interview invitations.
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Client Support Specialist - Treasury Management Location: St. Louis, MO What You'll Be Doing
The Bank Client Support Specialist is responsible for a variety of moderate to highly complex operational recurring functions to support bank and brokerage operations. Works closely with teammates and manager to achieve department goals and objectives. What We're Looking For
Performs a variety of work assignments, including new account activity, mobile deposits, outbound wire calls, account maintenance and lockbox, in accordance with departmental policy Provides the highest quality of customer service through written and verbal communication to internal Stifel associates that require assistance from our team Follows department security policies to protect client information at all times Utilizes a variety of resources, systems and processes to ensure the highest level of customer service Responsible for special projects as needed Education & Experience
Minimum Required: High School Diploma or Equivalent Minimum Required: 1+ years\' of client service experience Banking Operations and/or Retail Banking background preferred Level of role is flexible based on experience Licenses & Credentials
Minimum Required: None Systems & Technology
Proficient in Microsoft Excel, Word, and Outlook 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, our success is tied to helping families, companies, and municipalities find their own success. Our headquarters are in St. Louis with offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals building careers across many roles. Let’s talk about how you can find your place here at Stifel, where success meets success. We offer an entrepreneurial environment and a comprehensive benefits package including health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer. Seniority level
Entry level Employment type
Full-time Job function
Other Stifel is not responsible for links to external sites or third-party postings. Referrals may increase your chances of interview invitations.
#J-18808-Ljbffr