Client Service Coordinator
4 weeks ago
Stifel's PearlStreet Investment Management team is seeking a full-time professional to support a team of financial advisors focusing on corporate retirement plans. This role provides a broad range of administrative and clerical support, including managing materials for client meetings, coordinating compliance oversight, maintaining client files, and supporting data management.
Key Responsibilities- Client Support: Assist in the production and maintenance of client service materials, including regularly scheduled client meetings and compliance oversight.
- Administrative Support: Manage client files, track data, and provide general administrative support to the team.
- Reporting and Invoicing: Prepare quarterly reports, invoices, and track payments.
- Meeting Coordination: Schedule meetings, prepare materials, and record meeting notes and follow-up items.
- Office Management: Maintain office supply inventory, oversee office equipment, and provide IT troubleshooting support.
- Technical Skills: Proficient in Microsoft Excel, Word, PowerPoint, Outlook, Adobe Acrobat, Salesforce, and ACT.
- Communication Skills: Excellent written and oral communication skills for interactions with clients, team members, and other areas of the firm.
- Organizational Skills: Strong organizational and time management abilities, with the capability to work effectively in a fast-paced and demanding environment.
- Education and Experience: High School Diploma or equivalent required, Bachelor's degree preferred. 2+ years of experience in a similar role.
Stifel is a global wealth management and investment banking firm committed to innovation and fresh ideas. We offer an entrepreneurial environment, comprehensive benefits package, and opportunities for career growth and development.
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