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Client Reporting Services Coordinator

2 months ago

St Louis, Missouri, United States Stifel Full time

Overview

The 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 Stifel advisors as they utilize the services provided. Additionally, the Coordinator will contribute to the design and execution of improvements to the reporting systems and the array of services accessible through the IP&S Platform. A solid understanding of Stifel's IP&S offerings, operational workflows, compliance regulations, and relevant technology integrations is essential for delivering a comprehensive support experience to Stifel advisors and fostering ongoing advancements to the platform.

Key Responsibilities

  • Support the daily management of the reporting systems available through Stifel's Investment Products and Services Group.
  • Collaborate with senior team members and operational partners in onboarding 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 assist in user integration and acceptance testing.
  • Under the mentorship of senior colleagues, create and maintain marketing materials targeted at Stifel Advisors, recruits, and clients who may benefit from the reporting systems and associated 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

  • General knowledge and understanding of the wealth management sector, particularly regarding investment products (securities, stocks, bonds, funds, separately managed accounts, options, annuities, etc.), strategies (active vs. passive), account types (advisory vs. brokerage), and the overall regulatory landscape.
  • Strong verbal and written communication skills, with the ability to effectively convey industry knowledge during inter-departmental and external discussions.
  • A strong inclination for analytical problem-solving and a commitment to maintaining a solutions-oriented approach to address challenges and opportunities.
  • Self-motivation and initiative in task execution, with the capability to identify inefficiencies and propose enhancements.

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.

Systems & Technology

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

About Stifel

Stifel is a well-established firm with over 130 years of experience, continually embracing a start-up mentality. We are a global wealth management and investment banking organization dedicated to innovation and fresh perspectives. Our foundation is built on the principle of safeguarding our clients' assets as if they were our own, a philosophy introduced by our namesake, Herman Stifel. Our success is closely linked to our commitment to helping families, businesses, and municipalities achieve their own success.

With our headquarters in St. Louis, we operate offices in major cities worldwide. Stifel is home to approximately 9,000 professionals who are advancing their careers in various roles, including financial advisors, research analysts, project managers, marketing specialists, developers, bankers, and operations associates, among many others. Explore how you can find your place at Stifel, where success aligns with success.

At Stifel, we provide an entrepreneurial environment and 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.