Trust Client Support Specialist
Stifel•St. Louis, MO
•Onsite
About The Position
The Trust Client Support Specialist 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.
- Proficient in Microsoft Office (Word, Excel, Outlook)
Nice To Haves
- Customer service or administrative experience is a plus.
Responsibilities
- 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.
Benefits
- health, dental and vision care
- 401k
- wellness initiatives
- life insurance
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
