63 Stifel Financial Private Client Associate Jobs Hiring Near You

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.