What are the responsibilities and job description for the Trust Client Support Specialist position at Stifel?
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 Trust Client Support Specialist provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support.
What We're Looking For
- Assist clients with logging into and navigating the online account portal.
- Review and process client documentation for new account set up and maintenance.
- 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.
- Collaborate with team members to support a growing program.
What You'll Bring
- Strong organizational and problem-solving skills.
- Exceptional verbal and written communication skills.
- Ability to learn and follow financial service regulations and procedures.
Education & Experience
- Minimum Required: High school diploma or equivalent
- Minimum Preferred: Customer service or administrative experience is a plus.
Systems & Technology
- 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. 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’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.
