Trust Client Support Specialist II

Stifel • St. Louis, MO

2d

About The Position

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

Requirements

• Strong organizational and problem-solving skills.
• Exceptional verbal and written communication skills.
• Ability to learn and follow financial service regulations and procedures.
• Minimum required: High school diploma or equivalent
• Minimum required: 2 + years' related experience in customer service
• Proficient in Microsoft Office (Word, Excel, Outlook)

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.

Benefits

• comprehensive benefits package to include health, dental and vision care
• 401k
• wellness initiatives
• life insurance
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees