Stifel Financial Corp. · 15 hours ago
Trust Client Support Specialist II
St Louis, MO
Full-time
Onsite
Entry, Mid Level
2+ years expStifel Financial Corp. is a global wealth management and investment banking firm that prioritizes innovation and client success. The Trust Client Support Specialist II role involves assisting clients with online account access, processing new account documentation, and providing general client support while ensuring compliance with company policies.
BankingFinanceFinancial Services
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
Qualification
Required
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)
Benefits
Health
Dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase