Trust Client Support Specialist II

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

About the role

The Trust Client Support Specialist II provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support.

Responsibilities

• Assists clients with logging into and navigating the online account portal.
• Review and process client documentation for new account set up and maintenance.
• Identifies and resolves account access or documentation issues proactively.
• Works closely with internal team members to enhance client support processes.
• Respond to inquiries from clients, branches, and internal teams via phone and email.
• Ensure all client requests comply with company policies and procedures.
• Cross-train on additional operations roles to provide coverage during peak periods.
• Maintain accurate records and documentation in internal systems.

Requirements

• Strong organizational and problem-solving skills.
• Exceptional verbal and written communication skills.
• Ability to learn and follow financial service regulations and procedures.

Qualifications

• Minimum required: High school diploma or equivalent
• Minimum required: 2+ years' related experience in customer service

Skills

• Proficient in Microsoft Office (Word, Excel, 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, 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.

Benefits

• Comprehensive benefits package to include health, dental and vision care
• 401k
• Wellness initiatives
• Life insurance
• Paid time off