Client Reporting Services Specialist

Found in: Talent US C2 - 1 week ago

St Louis, United States Stifel Full time

Summary

The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advisors as they navigate the offering. The Specialist will also assist in the design and implementation of enhancements to the reporting systems and suite of services made available through the IP&S Platform. The Specialist will be expected to maintain a working understanding of Stifel's IP&S offering, the operational processes, compliance policies, and all related technology integrations to assist in providing a comprehensive support experience to Stifel advisors and help with continuous improvements to the platform.

Essential Duties & Responsibilities

  • Assist with the day-to-day administration of the reporting platforms made available through Stifel's Investment Products and Services Group.
  • Assist senior team members and partners in operations in on-boarding management and on-going administration of specialized reporting services to HNW clients.
  • Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.
  • Under the guidance of senior team members, design and maintain marketing collateral aimed at Stifel Advisors, recruits, and clients who may benefit from the reporting systems and associated services available through the IP&S platform.
  • Utilize firm resources and working investment knowledge to manage supplementary data related to reporting in various Stifel systems including security asset classifications and appropriate market index comparisons.

Qualifications

  • General knowledge and understanding of the wealth management business, including as it relates to investment products (securities, stocks, bonds, funds, separately managed accounts, options, annuities, etc.), strategies (active v. passive), account types (advisory v. brokerage), and the general regulatory environment.
  • Excellent verbal and written communication skills with an ability to discuss industry knowledge effectively during inter-departmental and external interactions.
  • An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.
  • Initiative and self-direction when performing tasks with an ability to identify inefficiencies and recommend solutions.

Education & Experience

  • Bachelor's degree in business or equivalent experience required.
  • 1+ years' experience in the financial services industry required.

Systems & Technology

  • Proficient with Microsoft Excel, Word, PowerPoint, Outlook.

About Stifel

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

  • Client Services Specialist

    2 weeks ago

    St Louis, United States Beauty Brands Full time

    Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports our sto Client Service, Specialist, Customer Service, Beauty, Retail

  • Client Specialist

    Found in: Talent US C2 - 2 weeks ago

    St. Louis, United States Happy Vibes Travel Full time

    We are looking for a dedicated and customer-focused Remote Client Specialist to join our team. As a Remote Client Specialist, you will serve as the primary point of contact for our clients, ensuring their needs are met and exceeded. This remote position offers the flexibility to work from anywhere, along with enticing travel perks, collaboration with a wide...

  • Client Care Specialist

    3 days ago

    Saint Louis, United States Rose Legal Services, LLC Full time

    Job DescriptionJob DescriptionWe are seeking an additional full-time Client Care Specialist to join our team at our Sunset Hills location. We are interested in full-time paralegals with experience, new paralegals who recently obtained their certification (or are working toward their certification), and anyone with a demonstrated interest in criminal law,...

  • CLIENT SERVICES SPECIALIST

    Found in: Careerbuilder One Red US C2 - 2 days ago

    St Charles, MO, USA, United States Beauty Brands Full time

    Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports our sto Client Service, Specialist, Customer Service, Beauty, Retail

  • Client Account Manager

    2 weeks ago

    St. Louis, United States Premium Retail Services Full time

    Client Account Manager Premium Client Account Managers passionately go above and beyond to support their clients’ success in the retail spaceAs an integral part of the client account team, you’ll build strong relationships with your clients, manage projects, oversee reporting and partner with Premium’s internal teams to ensure success What’s in it...

  • Client Account Manager

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    St Louis, United States Premium Retail Services Full time

    Premium Client Account Managers passionately go above and beyond to support their clients’ success in the retail space. As an integral part of the client account team, you’ll build strong relationships with your clients, manage projects, oversee reporting and partner with Premium’s internal teams to ensure success.What’s in it for you?Room to grow...

  • Client Account Manager

    2 weeks ago

    St. Louis, United States Premium Retail Services Full time

    Premium Client Account Managers passionately go above and beyond to support their clients’ success in the retail space. As an integral part of the client account team, you’ll build strong relationships with your clients, manage projects, oversee reporting and partner with Premium’s internal teams to ensure success.What’s in it for you?Room to grow...

  • Client Services Specialist

    17 hours ago

    St. Charles, United States BEAUTY BRANDS Full time

    Job DetailsJob Location124 - St. Charles, MOPosition TypeFull-Time/Part-TimeJob ShiftDayJob CategoryRetailDescriptionBeauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports...

  • Brokerage Customer Service Specialist

    Found in: Appcast Linkedin GBL C2 - 4 days ago

    St Louis, United States Motion Recruitment Full time

    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Specialist in Charlotte, NC (Hybrid).Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150...

  • Brokerage Customer Service Specialist

    Found in: Appcast US C2 - 4 days ago

    St Louis, United States Motion Recruitment Full time

    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Specialist in Charlotte, NC (Hybrid).Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150...

  • Brokerage Customer Service Specialist

    4 days ago

    St. Louis, United States Motion Recruitment Full time

    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Specialist in Charlotte, NC (Hybrid).Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150...

  • Brokerage Operations Customer Service Specialist

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    St Louis, United States Motion Recruitment Full time

    Position: Brokerage Operations Customer Service Specialist - ContingentLocation St louis, MO or Salt Lake City Utah (Hybrid model)Term: 6 Months Full on w2 contract financial Client. Required Skills & ExperienceSeries 7 (active or expired I last 2 yrs) Brokerage Operations Customer Service MS Office Suite Preferred Strong Verbal/Written Skills Preferred

  • Brokerage Operations Customer Service Specialist

    Found in: Appcast US C2 - 2 weeks ago

    St Louis, United States Motion Recruitment Full time

    Position: Brokerage Operations Customer Service Specialist - ContingentLocation St louis, MO or Salt Lake City Utah (Hybrid model)Term: 6 Months Full on w2 contract financial Client. Required Skills & ExperienceSeries 7 (active or expired I last 2 yrs) Brokerage Operations Customer Service MS Office Suite Preferred Strong Verbal/Written Skills Preferred

  • Brokerage Operations Customer Service Specialist

    2 weeks ago

    St. Louis, United States Motion Recruitment Full time

    Position: Brokerage Operations Customer Service Specialist - ContingentLocation St louis, MO or Salt Lake City Utah (Hybrid model)Term: 6 Months Full on w2 contract financial Client. Required Skills & ExperienceSeries 7 (active or expired I last 2 yrs) Brokerage Operations Customer Service MS Office Suite Preferred Strong Verbal/Written Skills Preferred

  • Behavioral Therapist and Assessment Specialist

    15 hours ago

    St. Louis, United States Presbyterian Children's Homes And Services Full time

    The Behavioral Therapist and Assessment Specialist completes initial assessment and treatment plans, and individual therapeutic counseling for Therapeutic Mentoring clients (ages 5 to 19). The person in this position also provides case management and Behavioral, Assessment, Behavioral Health, Specialist, Therapist, Behavior, Healthcare

  • Brokerage Operations Customer Service Specialist

    Found in: beBee S US - 5 days ago

    St. Louis, United States Motion Recruitment Full time

    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Customer Service Specialist in Saint Louis, MO (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around...

  • Customer Service Specialist

    1 week ago

    st. louis, United States Strategic Staffing Solutions Full time

    Job Title: Customer Service Specialist – Hiring FAST! Location: St. Louis, MOPay Rate:$ on W2 Only – NO C2CSetting: Hybrid Required (Remote is NOT an Option)

  • Family Office Client Service Manager

    9 hours ago

    St Louis, United States Moneta Group Full time

    The Family Office Client Service Manager supports Advisors and Partners in the delivery of comprehensive financial services to team clients. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash fl Service Manager, Client Service, Manager, Office, Family, Investment, Business Services

  • Client Service Representative

    1 week ago

    St Louis, United States PALM Health Full time

    Why PALM Health?PALM Health is an integrative medicine and wellness center offering a comprehensive range of medical, preventive care, mental health, fitness, nutrition, and spa services designed to improve our members' overall well-being. This is where you come to discover everything you need to attain, regain, and sustain health.Client Service...

  • Operations and Reporting Specialist

    1 week ago

    Saint Louis, United States Missouri Enterprise Full time

    Job DescriptionJob DescriptionAbout Us: At Missouri Enterprise, we're not just a team; we're a family. We are dedicated to innovation, excellence, and fostering a collaborative environment where every member plays a crucial role. We're currently on the hunt for an exceptional Operations and Reporting Specialist who's ready to dive into...