Operations Associate-Digital Support-Alternate Schedule

Posted Yesterday
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Saint Louis, MO, USA
In-Office
Entry level
Fintech
The Role
Provides phone and digital support for client-facing applications and banking products. Responsibilities include handling calls, documenting interactions, troubleshooting digital banking issues, answering banking inquiries, escalating problems, communicating updates, and collaborating with IT, branch, and bank teams. The role requires strong customer service, communication, organization, multitasking, and the ability to work independently on a compressed schedule including weekends, holidays, and varied shifts.
Summary Generated by Built In
Why Stifel

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.


Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Operations Associate-Digital Support is responsible for aiding in driving departmental results for the ongoing support of Stifel’s Client Facing Platforms, including Digital Client Applications and Digital Banking products. This role requires the ability to develop a strong understanding of digital support functions, including troubleshooting, training support, and collaboration with cross-functional teams. The position partners with IT Product Support, Stifel Bank associates, and branch office personnel to deliver a high level of client service while adhering to established procedures.


This is a compressed schedule position working 4 days/10 hour shifts. 

What We're Looking For
  • Accurately provide phone support with a high level of customer service.
  • Manage incoming calls and maintain detailed records of client interactions.
  • Troubleshoot and diagnose issues related to client-facing applications and digital banking products.
  • Provide high-level customer service for banking-related inquiries including digital banking access, debit cards, credit cards, and online banking.
  • Develop effective communication with clients, branch personnel, bank associates, and internal teams.
  • Identify issues and escalate appropriately.
  • Provide timely updates on issue progression.
  • Collaborate across teams and departments.
  • Maintain a professional and client-focused approach at all times.
What You'll Bring
  • Strong organizational and follow-up skills.
  • Strong phone communication and active listening.
  • Ability to multitask and prioritize work effectively.
  • Ability to learn and support digital platforms and banking products.
  • Strong written and verbal communication skills.
  • Must be able to work any shift, weekends, holidays, and extended hours as part of the regular schedule.
  • Capacity to work efficiently with little to no direct supervision.
Education & Experience
  • Minimum Required: Bachelor’s degree or relevant experience.
  • Minimum Required: 0+ years of professional business-related experience.
Systems & Technology
  • Proficient in Microsoft Outlook and Microsoft Office Suite (e.g., Word, Excel).
  • Proficient in internet browsers and troubleshooting (e.g., Edge, Chrome, Safari).
  • Financial systems knowledge (e.g., Thomson One, BETA) preferred.
  • Familiarity with banking platforms (e.g., Premier/Navigator) preferred.  #LI-AS1
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.  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.

Skills Required

  • Bachelor's degree or relevant experience
  • 0+ years of professional business-related experience
  • Strong organizational and follow-up skills
  • Strong phone communication and active listening skills
  • Ability to multitask and prioritize work effectively
  • Ability to learn and support digital platforms and banking products
  • Strong written and verbal communication skills
  • Ability to work any shift, weekends, holidays, and extended hours
  • Ability to work efficiently with little to no direct supervision
  • Proficiency in Microsoft Outlook and Microsoft Office Suite
  • Proficiency with internet browsers and troubleshooting
  • Knowledge of financial systems such as Thomson One or BETA
  • Familiarity with banking platforms such as Premier or Navigator

Stifel Financial Corp. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stifel Financial Corp. and has not been reviewed or approved by Stifel Financial Corp..

  • Strong & Reliable Incentives Compensation is positioned as highly attractive for financial advisors, with emphasis on meaningful earning upside tied to production. Recognition for advisor satisfaction indicates that incentive mechanics can be a differentiator in producer roles.
  • Flexible Benefits The benefits program is broad and multi-option, spanning multiple health plan choices, FSAs/HSAs, and a wide set of voluntary insurance add-ons. This menu-style design supports tailoring coverage to different life stages and needs.
  • Parental & Family Support Family-oriented benefits are extensive, including parental leave, adoption assistance, fertility and family-building support, and back-up childcare and elder care. These offerings signal a comparatively strong support system for caregiving and family planning.

Stifel Financial Corp. Insights

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The Company
HQ: Saint Louis, MO
7,052 Employees
Year Founded: 1890

What We Do

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023 and 2024, Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023-2024 U.S. Financial Advisor Satisfaction Studies, which measures employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.

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