Trade Support Operations Associate II

Join to apply for the Trade Support Operations Associate II role at Stifel Financial Corp.

We are looking for an energetic associate to help drive departmental results by supporting the balancing and resolution of fixed‑income transactions. The role operates under general supervision of a Team Lead or higher and involves complex workflows such as MBS allocations and pair‑offs.

• Aiding in the support and resolution of all fixed‑income transactions.
• Processing complex workflows such as MBS allocations and pair‑offs.
• Collaboration with team members and Trading Desks to provide high‑level service under indirect supervision.
• Maintaining knowledge of regulatory trade reporting for TRACE and MSRB.
• Reconciliation of all fixed‑income trades and resolution of complex comparison problems.
• Monitoring and managing all CMOs by tracking and releasing the queue to TRACE in Bloomberg and BETA.
• Assisting with testing various fixed‑income systems and upgrades.

• Accurately provides phone support with excellent customer service.
• Identifies potential problems or issues that fall outside standard procedures and provides leadership with ways to improve operational efficiency.
• Develops effective communication skills within the department, Stifel Branch Personnel, and key stakeholders.
• Provides timely updates on the progression of job responsibilities to leadership.
• Demonstrates the ability to work collaboratively within a team and with other areas in the firm.
• Manages higher level and sensitive information with the ability to record caller interactions.
• Provides the highest quality of customer service through written and verbal communication.
• Maintains a positive, empathetic, and professional attitude toward callers and always promotes team collaboration.
• Assists with transitioning Financial Advisors to the firm, including processing client mailings, training, and answering questions regarding the onboarding process.

• Provides intermediate support related to industry‑related questions, branch procedures, and research branch inquiries while acting as the company gatekeeper for Stifel information.
• Strong organizational skills with the ability to follow up on open tasks, multitask, prioritize, and manage time effectively.
• Ability to utilize sound judgment and personal business experience to assist with more complex issues and disseminate relevant information to leadership and other support areas.
• Sound understanding of Stifel's applications, industry rules/regulations, and Stifel policies that pertain to the department and Stifel's branches.
• Ability to assist with testing applications and upgrades as they become available.
• Working knowledge of financial services applications, systems (Bloomberg, DTCC), terminology, procedures, and ability to adapt to these changes.
• Ability to assist in training both new and existing associates on departmental processes.
• Able to review, determine, and correct the causes of high‑level and advanced inquiries, issues, and errors.
• Understands and complies with regulatory trade reporting requirements such as TRACE and MSRB.

• Minimum
  
  Required:
  
  High School Diploma with equivalent work experience.
• Minimum Preferred:
  Bachelor’s Degree.
• Minimum
  
  Required:
  
  2‑4 years of professional business‑related experience.

• Microsoft Outlook and Microsoft Office Suite, especially Word and Excel.
• Thomson One, BETA, and Salesforce knowledge is beneficial.

Stifel is more than 130 years old and still thinking like a start‑up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

In addition to an entrepreneurial environment, Stifel offers a comprehensive benefits package to include health, dental and vision care, 401(k), wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Entry level

Full‑time

Management and Manufacturing