Client Service Reporting Specialist- Corporate Retirement Plans

3 weeks ago

Grand Rapids, United States Stifel Financial Corp. Full time

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

This position offers a unique chance to gain hands-on experience in institutional investment advisory practices while contributing to the retirement readiness of corporate retirement plan participants. Client Service Reporting Specialist, you will develop a solid foundation in corporate retirement planning, investment management, and client service. This role supports Stifel’s PearlStreet Investment Management team mission to deliver high-quality advisory services to retirement plan sponsors, helping them achieve positive outcomes for plan participants.

The Reporting Specialist for Corporate Retirement Plans will lead initiatives for managing and enhancing client reporting systems, playing a crucial role in maintaining data accuracy, compliance, and client satisfaction. This position holds responsibility for the daily operations and strategic development of reporting platforms. The Specialist will oversee data integrations, liaise directly with Stifel advisors, and drive continuous improvements, applying technical expertise and a proactive approach to client service.

What We're Looking For

  • Oversee the administration of reporting platforms, managing data entry, validation, and report generation while proactively tracking key reporting and compliance deadlines to ensure timely and accurate outputs.
  • Serve as a primary resource for Stifel Financial Advisors and Client Relationship Managers by addressing reporting inquiries, preparing data summaries, supporting participant communications, and coordinating plan updates.
  • Work closely with team members to deliver consistent, high-quality client service, leveraging a strong understanding of metrics, calculations, and workflows while identifying and implementing enhancements for improved efficiency and user experience.
  • Manage project requests, coordinate with internal teams and vendors to prioritize tasks, gather requirements, and lead system enhancements to improve efficiency, accuracy, and user experience.
  • Organize and maintain records for retirement plan documents, such as amendments, fee disclosures, and communication materials, and prepare necessary agendas, financial updates, and supporting documents for client meetings and plan reviews.


What You'll Bring

  • Familiarity with wealth management, corporate retirement plans, investment products, and regulatory compliance standards, along with experience in investment performance reporting, calculation methodologies, and related metrics.
  • Strong analytical and problem-solving skills, with close attention to detail for data validation and report accuracy, and a proactive approach to identifying and addressing inefficiencies.
  • Excellent time management and organizational abilities, capable of prioritizing tasks independently and delivering consistent, client-focused service in a high-demand environment.


Education & Experience

  • Minimum Required: Bachelor’s degree in Business, Finance, or a related field.
  • Minimum Required: 1+ years of experience in the investment services industry, ideally in a reporting-focused role.


Systems & Technology

  • Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
  • Experience with reporting and financial analysis software, such as Morningstar, Bloomberg, FactSet, or similar.


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.

  • Client Service Reporting Specialist- Corporate Retirement Plans

    2 weeks ago

    Grand Rapids, MI, United States Stifel Financial Corp. Full time

    Why StifelStifel 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 successWhat You'll Be DoingThis position...

  • Retirement Planning Specialist

    4 weeks ago

    Cedar Rapids, Iowa, United States American Senior Benefits Full time

    Overview:American Senior Benefits offers a rewarding career as a retirement planner with exceptional opportunities for growth, training, and work-life balance. Our team is dedicated to helping individuals achieve their financial goals through personalized service and trust-based relationships.Key Responsibilities:Partner with your team to achieve a flexible...

  • Corporate Account Growth Specialist

    2 days ago

    Grand Rapids, Michigan, United States ZGB Insight, LLC Full time

    Job OverviewZGB Insight, LLC is a leading distributor of corporate apparel and branded gifts seeking an experienced Corporate Account Growth Specialist to join our team in Grand Rapids, MI. This role is 100% onsite with minimal travel.Estimated Salary:$80,000-$120,000 per year based on experience.About the RoleWe are looking for a highly skilled professional...

  • Fulfillment Specialist

    4 weeks ago

    Grand Rapids, Michigan, United States MM Services II Full time

    Job DescriptionAt MM Services II, we're seeking a highly skilled White Glove Fulfillment Specialist to provide exceptional customer service to our partners in procurement. This role involves a mix of client-facing and warehouse duties, with a focus on efficient pick-ups and outstanding service.Key Responsibilities:Embody our core values of Find A Way,...

  • Client Service Specialist

    1 week ago

    Grand Rapids, United States Park State Bank Full time

    Description: POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a...

  • Client Service Specialist

    3 weeks ago

    Grand Rapids, United States Park State Bank Full time

    Description:POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a...

  • Client Service Specialist

    2 days ago

    Grand Rapids, United States Park State Bank Full time

    Description: POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a...

  • Client Service Specialist

    4 weeks ago

    Grand Rapids, United States Park State Bank Full time

    Job DescriptionJob DescriptionDescription:POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The...

  • IT Managed Services Sales Professional

    1 month ago

    Grand Rapids, Michigan, United States Corporate Technologies LLC Full time

    IT Managed Services Sales Professional OpportunityWe are seeking a highly motivated and results-driven IT Managed Services Sales Professional to join our team at Corporate Technologies LLC. As a sales professional, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and delivering exceptional...

  • Life Enrichment Program Coordinator

    4 weeks ago

    Grand Rapids, Michigan, United States Clark Retirement Full time

    About the Role:We are seeking a skilled and compassionate Life Enrichment Assistant to join our team at Clark Retirement. As a Life Enrichment Assistant, you will play a vital role in creating a vibrant social atmosphere where residents thrive.Key Responsibilities:Develop positive relationships with residents, staff, and families.Plan and implement...

  • Client Relationship Specialist

    4 weeks ago

    Grand Rapids, Michigan, United States Charles Schwab Full time

    Unlock Your PotentialAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience. You'll work closely with your Client Relationship Manager and Branch Manager to achieve operational success and contribute to...

  • Life Enrichment Coordinator

    1 month ago

    Grand Rapids, Michigan, United States Clark Retirement Full time

    Life Enrichment AssistantClark Retirement is seeking a skilled Life Enrichment Assistant to join our team. As a key member of our community, you will be responsible for developing and implementing engaging activities that promote socialization, creativity, and joy among our residents.Key Responsibilities:Develop and implement activity programming that meets...

  • Client Acquisition Specialist

    1 month ago

    Grand Rapids, United States Harrison Gray Search and Consulting LLC Full time

    Client Acquisition SpecialistRole Summary The Client Acquisition Specialist (CAS) is responsible for the full cycle of Harrison Gray's new client acquisition, maximizing client saturation and the overall growth of their division. Under the direction of the CEO, the CAS will source research, cold call, and connect with potential clients. Through uncovering...

  • Corporate Giving Coordinator

    4 weeks ago

    Grand Rapids, Michigan, United States Rockford Construction Full time

    Job DescriptionRockford Construction is seeking a highly skilled Corporate Giving Coordinator to support the company's corporate giving initiatives. As a key member of the administrative team, you will be responsible for enhancing the effectiveness of assigned executive staff while supporting corporate giving initiatives across the organization.Key...

  • Life Enrichment Coordinator

    4 weeks ago

    Grand Rapids, Michigan, United States Clark Retirement Full time

    About the Role:We are seeking a skilled Life Enrichment Assistant to join our team at Clark Retirement. As a Life Enrichment Assistant, you will play a vital role in creating a vibrant social atmosphere where residents thrive.Key Responsibilities:Develop positive relationships with residents, staff, and families.Plan and implement one-on-one and group...

  • Business Intelligence Specialist

    4 weeks ago

    Grand Rapids, Michigan, United States RDV CorporationRDV Staffing Full time

    Business Intelligence SpecialistAt RDV Corporation, we are seeking a highly skilled Business Intelligence Specialist to support our business intelligence activities. The ideal candidate will have a strong background in business analytics and experience with PowerBI.Key Responsibilities:Support the business intelligence function by performing daily monitoring...

  • Customer Service Associate

    4 weeks ago

    Grand Rapids, Michigan, United States Hertz Full time

    Customer Service Associate Job DescriptionThe Customer Experience Specialist provides exceptional customer service that exceeds customer satisfaction and retention goals, fostering a culture of empowerment for employees to deliver outstanding customer experiences. Key responsibilities include first contact resolution, customer interaction experience, and...

  • Corporate Giving Manager

    1 month ago

    Grand Rapids, Michigan, United States Cherry Health Full time

    Job Title: Corporate Giving ManagerCherry Health is seeking a highly skilled Corporate Giving Manager to join our team. As a key member of our fundraising team, you will be responsible for developing and implementing a comprehensive corporate partner program to deepen and enlarge our donor base.Key Responsibilities:Develop and manage a dynamic corporate...

  • Corporate Financial Manager

    4 weeks ago

    Grand Rapids, Michigan, United States Pridgeon & Clay Inc Full time

    Job DescriptionWe are seeking a highly skilled Corporate Controller to join our team at Pridgeon & Clay Inc. The successful candidate will be responsible for the accurate and timely reporting of globally consolidated financials.The Corporate Controller will have direct supervision of the U.S. general accounting, accounts payable and accounts receivable...

  • Director of Memory Care Specialist

    4 weeks ago

    Grand Rapids, Michigan, United States Clark Retirement Full time

    We are seeking a compassionate and experienced Director of Memory Care at our organization to lead our dedicated team in providing exceptional care for residents with dementia, Alzheimer's disease, and other cognitive challenges.Your responsibilities will include overseeing staff training and performance, developing personalized care plans, and implementing...