Client Reporting Services Specialist

2 weeks ago

St Louis, United States Stifel Full time
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 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 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 IP&S Platform. The Specialist will be expected to maintain a working understanding of Stifel’s IP&S 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 & Responsibilities

  • Assist with the day-to-day administration of the reporting platforms made available through Stifel’s 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 IP&S 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 & Experience
  • Bachelor's degree in business or equivalent experience required.
  • 1+ years' experience in the financial services industry required.
Systems & 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. 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.

  • Client Reporting Services Specialist

    1 month ago

    St. Louis, United States Stifel Full time

    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 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...

  • Client Reporting Services Specialist

    2 weeks ago

    Saint Louis, United States Stifel Financial Corporation Full time

    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 dail Reporting, Specialist, Marketing Specialist, Client, Operations, Service, Business Services

  • Client Reporting Services Specialist

    3 weeks ago

    Saint Louis, United States Stifel Full time

    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 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...

  • Client Services Specialist

    1 month ago

    St Louis, United States Beauty Brands Full time

    Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports our sto Client Service, Specialist, Customer Service, Beauty, Retail

  • Reporting Specialist

    13 hours ago

    Lake St Louis, United States Medical Transportation Management Inc. Full time

    What Will Your Job Look Like? The Reporting Specialist will be responsible for working closely with internal stakeholders to gather requirements, develop report specifications, and relay the information to the business intelligence team for report creation. The Reporting Specialist should be able to deliver excellent customer service through the timely and...

  • Reporting Specialist

    10 hours ago

    Lake St Louis, United States MTM Full time

    What Will Your Job Look Like? The Reporting Specialist will be responsible for working closely with internal stakeholders to gather requirements, develop report specifications, and relay the information to the business intelligence team for report creation. The Reporting Specialist should be able to deliver excellent customer service through the timely and...

  • Client Specialist

    1 month ago

    St. Louis, United States Happy Vibes Travel Full time

    We are looking for a dedicated and customer-focused Remote Client Specialist to join our team. As a Remote Client Specialist, you will serve as the primary point of contact for our clients, ensuring their needs are met and exceeded. This remote position offers the flexibility to work from anywhere, along with enticing travel perks, collaboration with a wide...

  • Client Retention Specialist

    1 day ago

    St. Louis, United States RNR Tire Express Full time

    CLIENT RETENTION SPECIALIST (Customer Service / Collections)RNR Tire Express - Midwest is proud to provide our customers with affordable wheels and tires. Our customers choose us for our unmatched service, large in-stock inventory, flexibility, pre-approval, extra services, and convenient locations. We're a trusted solution for customers looking for new or...

  • Client Support Specialist

    15 hours ago

    St Louis, United States Zelis Full time

    Position Overview The Client Support Specialist (CSS) serves as the primary point of contact for multiple Zelis Clients post Go-Live for processing of Claims Communications, Payments, and/or ID cards. The CSS is responsible for assisting the client with the successful processing of Zelis services, performs day-to-day functions of managing the account, and...

  • Client Services Specialist

    3 weeks ago

    St Cloud, United States Jefferson Capital Systems Full time

    ABOUT THE JOB:Are you a self-motivated individual as well as a multi-tasker? Do you enjoy a fast-paced environment that requires attention to the details? Then the Client Services Specialist role is calling your name. The Client Services staff provide a high-quality level of service to both internal and external clients in support of our three major business...

  • Client Service Manager

    2 weeks ago

    St Louis, United States GardaWorld Full time

    Job DescriptionJOB SNAPSHOTJob Title: Client Service Manager - Security Location: St. LouisEnvironment: Field ManagementPay Rate: $60,000 Included Benefits/Perks: medical, dental, vision insurance, 401k (company match), generous PTOWho is GardaWorld?GardaWorld is the world's largest privately-owned security services company. We protect our clients' staff and...

  • Project Controls Specialist

    7 days ago

    St Louis Park, United States Ulteig Engineering Services Full time

    The Project Controls Scheduler will work collaboratively with an external client and their project team to develop, manage and control project schedules, reporting and administration for utility scale transmission energy projects in various life-cycl Controls, Scheduler, Specialist, Project Management, Construction, Business Services

  • Senior Sustainability Specialist

    1 month ago

    St Louis, United States CareerBuilder Full time

    Description Burns & McDonnell is looking for a Senior Sustainability Specialist to lead, scope, and coordinate sustainability program opportunities across Burns and McDonnell's wide range of clients. This role will be key to coordinating and implementing Burns & McDonnell's wide range of Sustainability Services. Primary Responsibilities Lead the...

  • Client Service Administrator

    3 weeks ago

    St. Louis, United States Rose International Full time

    Date Posted: 05/07/2024 Hiring Organization: Rose International Position Number: 463668 Job Title: Client Service Administrator Job Location: Saint Louis, MO, USA, 63146 Work Model: Onsite Shift: 7:30AM - 4PM Employment Type: Temp to Hire Estimated Duration (In months): 5 Min Hourly Rate ($): 23.52 Max Hourly Rate ($): 23.52 Must Have...

  • Client Service Administrator

    13 hours ago

    St Louis, United States Moneta Corporation Full time

    Company DescriptionMoneta Group is an independent Registered Investment Advisor (RIA) headquartered in Clayton, Missouri. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. We focus on building relationships, providing exceptional service, and going further for our clients around the...

  • Client Service Rep

    7 days ago

    St Louis, United States PALM Health Full time

    Why PALM Health? PALM Health is an integrative medicine and wellness center offering a comprehensive range of medical, preventive care, mental health, fitness, nutrition, and spa services designed to improve our members overall well-being. This is where you come to discover everything you need to attain, regain, and sustain health. Client Service...

  • Financial Data Specialist

    1 day ago

    St Louis, Missouri, United States GardaWorld Security Services Full time

    Job Summary Job Title: Financial Data SpecialistLocation: St. Louis, MOEnvironment: Corporate OfficePay-Rate: $23 - $25 Who is GardaWorld?GardaWorld is the world's largest privately-owned security services company. We protect our clients' staff and assets, wherever they are in the world. We offer career advancement opportunities. We encourage diversity and...

  • Client Services Specialist

    15 hours ago

    St Charles, United States Beauty Brands Full time

    Job DetailsJob Location 124 - St. Charles, MO Position Type Full-Time/Part-Time Job Shift Day Job Category Retail Description Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that...

  • Client Services Specialist

    4 weeks ago

    St. Charles, United States BEAUTY BRANDS Full time

    Job DetailsJob Location124 - St. Charles, MOPosition TypeFull-Time/Part-TimeJob ShiftDayJob CategoryRetailDescriptionBeauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports...

  • Sr Client Service Associate

    2 days ago

    St Louis, United States FirstBank Full time

    Position Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing sale/clerical/ administrative support including filing of customer...