Client Reporting Services Specialist
2 days ago
Description Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifels Investment Products and Services (IPandS) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advisors as they navigate the offering. The Specialist will also assist in the design and implementation of enhancements to the reporting systems and suite of services made available through the IPandS Platform. The Specialist will be expected to maintain a working understanding of Stifels IPandS offering, the operational processes, compliance policies, and all related technology integrations to assist in providing a comprehensive support experience to Stifel advisors and help with continuous improvements to the platform. Essential Duties and Responsibilities Assist with the day-to-day administration of the reporting platforms made available through Stifels Investment Products and Services Group. Assist senior team members and partners in operations in on-boarding management and on-going administration of specialized reporting services to HNW clients. Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing. Under the guidance of senior team members, design and maintain marketing collateral aimed at Stifel Advisors, recruits, and clients who may benefit from the reporting systems and associated services available through the IPandS platform. Utilize firm resources and working investment knowledge to manage supplementary data related to reporting in various Stifel systems including security asset classifications and appropriate market index comparisons. Qualifications General knowledge and understanding of the wealth management business, including as it relates to investment products (securities, stocks, bonds, funds, separately managed accounts, options, annuities, etc.), strategies (active v. passive), account types (advisory v. brokerage), and the general regulatory environment. Excellent verbal and written communication skills with an ability to discuss industry knowledge effectively during inter-departmental and external interactions. An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges. Initiative and self-direction when performing tasks with an ability to identify inefficiencies and recommend solutions. Education and Experience Bachelor's degree in business or equivalent experience required. 1+ years' experience in the financial services industry required. ```{=html} ``` Systems and Technology Proficient with Microsoft Excel, Word, PowerPoint, Outlook. About Stifel Stifel is a 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. Lets talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environm nt, 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. #LI-JK1
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Client Reporting Services Specialist
2 months ago
St. Louis, United States Stifel Full timeSummary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and...
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Client Reporting Services Specialist
2 weeks ago
St Louis, Missouri, United States Stifel Full timeAbout the RoleWe are seeking a highly skilled Client Reporting Services Specialist to join our team at Stifel. As a key member of our Investment Products and Services Group, you will play a critical role in supporting the day-to-day operations of our large-scale reporting platforms.Key ResponsibilitiesAssist with the administration of reporting platforms,...
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Client Reporting Services Specialist
2 weeks ago
St Louis, Missouri, United States Stifel Full timeJob SummaryThe Client Reporting Services Specialist plays a vital role in supporting the day-to-day operations and ongoing development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group.Key ResponsibilitiesAssist with the administration of reporting platforms, ensuring seamless support to Stifel...
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Client Reporting Services Specialist
2 weeks ago
St Louis, Missouri, United States Stifel Financial Full timeJob SummaryThe Client Reporting Services Specialist is a key member of the Stifel Investment Products and Services (IPandS) Group, responsible for providing day-to-day support and ongoing development of large-scale reporting platforms.Key ResponsibilitiesAssist with the administration of reporting platforms, ensuring seamless operation and optimal...
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Client Reporting Services Specialist
2 weeks ago
St Louis, Missouri, United States Stifel Financial Full timeAbout the RoleWe are seeking a highly skilled Client Reporting Services Specialist to join our team at Stifel Financial. As a key member of our IPandS Group, you will play a critical role in supporting the day-to-day operations of our large-scale reporting platforms.Key ResponsibilitiesAssist with the administration of reporting platforms, ensuring seamless...
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Client Reporting Services Coordinator
1 month ago
St Louis, Missouri, United States Stifel Full timeOverviewThe Client Reporting Services Coordinator plays a crucial role in supporting the daily operations and continuous enhancement of extensive reporting systems within Stifel's Investment Products and Services (IP&S) Group. This position involves executing routine tasks to uphold the reporting frameworks while offering direct assistance and guidance to...
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Client Reporting Services Coordinator
1 month ago
St Louis, Missouri, United States Stifel Full timeOverviewThe Client Reporting Services Coordinator plays a pivotal role in supporting the daily operations and continuous enhancement of extensive reporting systems within Stifel's Investment Products and Services (IP&S) Group. This position involves executing routine responsibilities related to the upkeep of reporting platforms while delivering primary...
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Client Reporting Platform Specialist
4 weeks ago
St. Louis, MO, USA, United States Stifel Full timeAbout the RoleThe Client Reporting Services Specialist is a key member of our team, responsible for providing day-to-day support and ongoing development of large-scale reporting platforms within our Investment Products and Services (IP&S) Group.Key ResponsibilitiesReporting Platform Administration: Assist with the day-to-day administration of the reporting...
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Client Service Specialist
2 months ago
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Client Services Specialist
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Client Service Specialist
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St Louis, Missouri, United States The Chamberlin Group Full timeAbout The Chamberlin GroupThe Chamberlin Group is a leading financial services company that has been serving the community for over 20 years. Our team of experts provides tax and financial planning services to individuals and families, helping them achieve their financial goals and secure their financial future.Job SummaryWe are seeking a highly motivated...
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Reporting Services Specialist
4 weeks ago
St. Louis, MO, USA, United States Stifel Full timeAbout the RoleThe Client Reporting Services Specialist is a key member of our team, responsible for providing day-to-day support and ongoing development of large-scale reporting platforms within our Investment Products and Services (IP&S) Group.Key ResponsibilitiesReporting Platform Administration: Assist with the day-to-day administration of the reporting...
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Banking Sales and Client Service Specialist
4 weeks ago
St Louis, United States FirstBank Full timePosition Details Banking Specialist II The Banking Sales and Client Service Specialist is located in our Webster Groves, MO branch. The Banking Specialist may be called by many other names: New Accounts Representative, Senior Teller, Client Service Representative etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have...
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Client Service Representative
4 weeks ago
St Louis, Missouri, United States The Chamberlin Group Full timeAbout The Chamberlin GroupWe are a leading financial services company dedicated to providing exceptional support to our clients. Our team is passionate about delivering personalized service and building long-term relationships.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team. As a Client Service...
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Client Service Representative
4 weeks ago
St Louis, Missouri, United States The Chamberlin Group Full timeAbout the RoleThe Chamberlin Group is a leading financial services company that is dedicated to providing exceptional client experiences. We are seeking a highly skilled and detail-oriented Client Service Specialist to join our team.Key ResponsibilitiesProvide exceptional client service and support to ensure a positive experience for our clients.Resolve...
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Financial Reporting Specialist
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St. Louis, United States Saint Louis Zoo Full timeResponsibilities: The Saint Louis Zoo has an immediate need for a Financial Reporting Specialist to assist the Zoo’s existing team of Financial Accountants responsible for processing cash receipts, creating journal entries, analyzing general ledger accounts, and preparing monthly financial statements. This position reports to the Manager of Financial...
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Client Relationship Specialist
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St Louis, Missouri, United States Buckingham Strategic Wealth Full timeClient Relationship SpecialistThe Buckingham Strategic Wealth Client Relationship Specialist plays a vital role in enhancing the client experience by providing exceptional service and operational support to advisors and clients. This position requires strong communication, organizational, and relationship management skills to develop and maintain good...
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Client Relationship Specialist
2 days ago
St Louis, Missouri, United States Buckingham Strategic Wealth Full timeClient Relationship SpecialistThe Buckingham Strategic Wealth Client Relationship Specialist plays a vital role in enhancing the client experience by providing exceptional service and operational support to advisors and clients. This position requires strong communication, organizational, and relationship management skills to develop and maintain good...
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HR Coordinator
3 days ago
St Louis, Missouri, United States CBIZ Full timeAbout the RoleCBIZ is seeking a highly skilled and dedicated HR Coordinator to join our HR Services team. As an HR Coordinator, you will play a critical role in delivering top-tier financial and employee business services to our clients.Key ResponsibilitiesManage client relationships and provide exceptional customer service to clients and their...
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HR Coordinator
1 month ago
St Louis, Missouri, United States CBIZ Full timeAbout the RoleCBIZ is seeking a highly skilled and dedicated HR Coordinator to join our HR Services team. As an HR Coordinator, you will play a critical role in delivering top-tier financial and employee business services to our clients.Key ResponsibilitiesManage client relationships and provide exceptional customer service to ensure client satisfaction and...
