Client Service Associate

8 hours ago

Grand Rapids, United States Stifel Financial Corp. Full time

Summary


Stifel’s PearlStreet Investment Management team is seeking a full-time professional Client Service Associate. This role supports a team of financial advisors focusing on corporate retirement plans by providing a broad range of administrative and clerical support.

In this role, the Client Service Associate will assist in the production and maintenance of client service materials for both current and prospective clients. Responsibilities include managing materials for regularly scheduled client meetings, coordinating compliance oversight, maintaining client files, supporting multiple areas of data management, and providing general administrative support.


Essential Duties & Responsibilities

  • Answer incoming calls, gather relevant data from callers, and forward information to appropriate person to respond
  • Prepare numerous quarterly reports by updating and downloading data; setup and accurately maintain Excel spreadsheets; track changes and make ongoing adjustments to reporting documents
  • Submit, update, and track materials to the compliance department for proper approvals and maintain compliance records.
  • Prepare quarterly invoices and deliver to clients; track the receipt of payments
  • Follow quarterly procedures that include producing, printing and emailing materials to clients
  • Keep accurate records of client base, assets, investments and other relevant data
  • Offer support of ongoing projects, presentations, meetings, reviews, and client materials by using formatting, binding and creativity skills for current and prospective clients
  • Setup meeting schedules using an on-line scheduling system, and coordinate appointment calendars
  • Prepare meeting materials, which includes downloading reports from various websites, and record meeting notes and follow up items
  • Maintain office supply inventory for the team; anticipate supply needs.
  • Oversee office equipment for the team by completing preventative maintenance, troubleshooting malfunctions, and calling for repairs.
  • Provide IT troubleshooting and problem resolution through interaction with the IT department.
  • Contribute to team efforts by accomplishing related tasks as needed.


Qualifications

  • Proficient in Microsoft Excel, PowerPoint, Word, Outlook, Adobe Acrobat, Salesforce and ACT.
  • Strong computer skills and creativity.
  • Excellent organizational and time management abilities, with the capability to work effectively in a fast-paced and demanding environment.
  • Ability to manage multiple projects with exceptional accuracy.
  • Outstanding written and oral communication skills, essential for interactions with clients, team members, and other areas of the firm.
  • Ability to prioritize tasks and projects efficiently.
  • Detail-oriented with strong problem-solving abilities.
  • Reliable in follow-through and a strong team player.
  • Desire to learn advanced functions in Excel such as Pivot Tables, Macros, formulas (including Vlookup, Hlookup, Index, nested functions, IF functions, Conditional Formatting, groups, charts, clipart, smart art, sparklines, filters, objects, hyperlinks, and drop-down lists).


Education & Experience

  • High School Diploma or equivalent required, Bachelor’s degree preferred.
  • 2+ years Microsoft Excel, Word, PowerPoint, Outlook


Licensing & Certifications

  • Familiarity with the securities industry is a plus, but not mandatory; this position does not require financial industry licensing.


Systems & Technology

  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook


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.

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