Trust Client Support Specialist II

Stifel • Saint Louis, MO

1d

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