Description
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.
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