Operations Associate: Document Control & Client Service

Posted 17 days ago

stifel financialSt Louis (MO)

Financial Clerks, All Other Document Preparation Services

SENIORITY

Junior

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About the role

Stifel Financial Corp. seeks an Operations Associate-Document Control to support branches by reviewing documents for all account types with meticulous attention to detail. You will collaborate across teams to ensure proper coding and high-level customer service, while supporting opening and updating accounts. The role requires handling reports, escalating issues when needed, and learning Stifel systems and procedures to maintain accuracy and compliance across the firm.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.