Reporting Services Specialist
1 week ago
The 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. This role involves performing daily tasks related to maintaining the reporting systems, providing frontline support and consultation to Stifel advisors, and assisting in the design and implementation of enhancements to the reporting systems and suite of services.
Key Responsibilities- Assist with the day-to-day administration of the reporting platforms made available through Stifel's IPandS Group.
- Collaborate with senior team members and partners in operations to onboard management and administer specialized reporting services to high net worth clients.
- Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and facilitate user integration and acceptance testing.
- Design and maintain marketing collateral aimed at Stifel Advisors, recruits, and clients who may benefit from the reporting systems and associated services.
- Utilize firm resources and working investment knowledge to manage supplementary data related to reporting in various Stifel systems.
- General knowledge and understanding of the wealth management business, including investment products, strategies, account types, and regulatory environment.
- Excellent verbal and written communication skills with the ability to discuss industry knowledge effectively.
- An appetite for analytical problem-solving and a solutions-oriented approach to addressing opportunities and challenges.
- Initiative and self-direction when performing tasks with the ability to identify inefficiencies and recommend solutions.
- Bachelor's degree in business or equivalent experience required.
- 1+ years' experience in the financial services industry required.
Stifel is a global wealth management and investment banking firm with a rich history and a commitment to innovation and fresh ideas. We are dedicated to helping families, companies, and municipalities find their own success. Our team of approximately 9,000 individuals is passionate about building careers and making a difference in the financial industry.
We offer a comprehensive benefits package, including health, dental, and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
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