What are the responsibilities and job description for the AI Automation Support Technician position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
AI Automation Support Technician provides Level 1 support for Microsoft Copilot for M365, Microsoft Copilot Studio, and internal LangGraph Agentic solutions. This role will serve as the first line of contact for employees using AI tools across the firm—providing troubleshooting, guidance, and education to ensure smooth adoption of AI-powered productivity capabilities. This role also includes developing short training videos and knowledge materials to support user enablement. The AI Automation Support Technician should be curious, customer-focused, and able to clearly explain modern AI concepts, such as large language models (LLMs), in simple, practical terms.
What We're Looking For
- Provide Level 1 helpdesk support for Microsoft Copilot, Copilot Studio, and LangGraph agentic tools.
- Assist users with setup, permissions, and troubleshooting common AI-related issues.
- Create and maintain user documentation, FAQs, and internal knowledge base content.
- Develop short training videos and other educational materials demonstrating AI tool usage.
- Explain AI and LLM-related concepts—such as model “hallucinations,” data security, and responsible use—in business-friendly language.
- Promote adoption of AI tools to firm employees through clear communication and proactive user engagement.
- Identify recurring issues and escalate complex or technical problems to Level 2/3 support.
- Collaborate with IT, training, and AI operations teams to ensure smooth rollout of new features and updates.
What You'll Bring
- Working knowledge of Microsoft 365 and Copilot features.
- Familiarity with Microsoft Copilot Studio, Power Automate, or low/no-code automation tools (e.g., LangGraph, Microsoft Agent Flows).
- Understanding of large language models (LLMs) such as ChatGPT, Claude, or similar—able to describe how they work and their common limitations.
- Experience creating short training or explainer videos using tools such as Loom, Camtasia, or Microsoft Stream.
- Excellent communication, documentation, and customer service skills.
- Strong problem-solving mindset with a proactive approach to learning new technologies.
Education & Experience
- Minimum Required: High School degree or equivalent.
- Minimum Required: 1 years' of experience in IT helpdesk, application support, or user training.
Licenses & Credentials
- Minimum Required: None.
Systems & Technology
- Experience supporting enterprise AI or automation platforms.
- Exposure to Microsoft Power Virtual Agents, LangChain / LangGraph, or other agentic frameworks.
- Knowledge of data governance, AI ethics, and responsible AI use in business contexts.
- Experience managing or contributing to internal knowledge bases (e.g., SharePoint, Confluence).
About Stifel
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, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.