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The Operations Associate is a pivotal role within the Salesforce Department, primarily responsible for driving departmental results and ensuring high-quality customer service. This position requires a comprehensive understanding of Salesforce application support, which includes assisting with the development of relevant training materials and providing level 1 troubleshooting. The Operations Associate will work closely with team members and branch office personnel, fostering collaboration to enhance service delivery while adhering to established procedures. In this role, the Operations Associate will be tasked with providing accurate phone support, maintaining a high level of customer service, and identifying potential issues that may require escalation to department leadership. Effective communication skills are essential, as the associate will need to provide timely updates on job responsibilities to leadership and develop strong relationships with Stifel Branch Personnel. The ability to manage a high volume of incoming calls while keeping detailed records of interactions is crucial. The associate must also maintain a positive, empathetic, and professional demeanor towards callers at all times, ensuring that customer satisfaction remains a top priority. The position demands strong organizational skills, the ability to multitask, and effective time management. The Operations Associate will be expected to learn the intricacies of Stifel's Salesforce Wealth application and the relevant policies that govern the department and its branches. A working knowledge of financial services applications, systems, terminology, and procedures will be beneficial in fulfilling the responsibilities of this role.
