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Client Service Reporting Specialist- Corporate Retirement Plans
2 months ago
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.
