Client Reporting Services Specialist

1 week ago


St Louis, Missouri, United States Stifel Financial Full time
About the Role

We 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 Responsibilities
  • Assist with the administration of reporting platforms, ensuring seamless support for Stifel advisors and clients.
  • Collaborate with senior team members to onboard new clients and manage specialized reporting services.
  • Document processes for ongoing system support and participate in requirements gathering for system updates.
  • Design and maintain marketing collateral to promote reporting systems and services to Stifel advisors, recruits, and clients.
  • Utilize firm resources to manage supplementary data related to reporting in various Stifel systems.
Requirements
  • General knowledge of the wealth management business, including investment products, strategies, 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, with the 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.
About Stifel

Stifel is a global wealth management and investment banking firm committed to innovation and fresh ideas. We are built on a simple premise of safeguarding our clients' money as if it were our own, and our success is tied to our commitment to helping families, companies, and municipalities find their own success.

We offer an entrepreneurial environment, comprehensive benefits package, and opportunities for career growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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