Client Reporting Services Coordinator

1 week ago

St Louis, Missouri, United States Stifel Full time

Overview

The 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 support and guidance to Stifel advisors as they engage with the offerings. The Coordinator will also contribute to the design and execution of improvements to the reporting systems and the suite of services accessible through the IP&S Platform. A solid understanding of Stifel's IP&S offerings, operational workflows, compliance regulations, and associated technology integrations is essential for providing a thorough support experience to Stifel advisors and fostering ongoing enhancements to the platform.

Key Responsibilities

  • Assist in the daily management of the reporting systems provided by Stifel's Investment Products and Services Group.
  • Support senior colleagues and operational partners in the onboarding process and ongoing management of specialized reporting services for high-net-worth clients.
  • Document necessary procedures for sustained system support, engage in requirements gathering for system updates, and facilitate user integration and acceptance testing.
  • Under the mentorship of senior team members, create and maintain marketing materials targeted at Stifel Advisors, recruits, and clients who could benefit from the reporting systems and related services offered through the IP&S platform.
  • Leverage firm resources and investment knowledge to manage supplementary data related to reporting across various Stifel systems, including security asset classifications and relevant market index comparisons.

Qualifications

  • Fundamental knowledge and comprehension of the wealth management sector, particularly concerning investment products (securities, stocks, bonds, funds, separately managed accounts, options, annuities, etc.), strategies (active vs. passive), account types (advisory vs. brokerage), and the overarching regulatory landscape.
  • Exceptional verbal and written communication abilities, with a talent for articulating industry insights effectively during inter-departmental and external communications.
  • A strong inclination towards analytical problem-solving, coupled with a commitment to maintaining a solutions-focused approach to addressing challenges and opportunities.
  • Self-motivation and initiative in executing tasks, with the capability to identify inefficiencies and propose improvements.

Education & Experience

  • A Bachelor's degree in business or equivalent experience is required.
  • A minimum of 1 year of experience in the financial services sector is necessary.

Technical Skills

  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

About Stifel

Stifel has been a leader in the wealth management and investment banking industry for over 130 years, continually embracing innovation and fresh perspectives. Our guiding principle is to safeguard our clients' assets as if they were our own, a philosophy established by our founder, Herman Stifel. Our success is deeply intertwined with our dedication to assisting families, businesses, and municipalities in achieving their financial goals.

With a headquarters in St. Louis and a presence in numerous cities worldwide, Stifel is home to approximately 9,000 professionals dedicated to advancing their careers in various roles, including financial advisors, research analysts, project managers, marketing specialists, developers, and operations associates. Explore how you can carve out your niche at Stifel, where success aligns with success.

At Stifel, we provide an entrepreneurial atmosphere and a comprehensive benefits package, including health, dental, and vision coverage, a 401k plan, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

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