Client Reporting Services Specialist

Stifel Financial Corp.; Missouri; On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Health, dental and vision care

401(k)

Wellness initiatives

Paid time off

Job summary

Stifel Financial Corp. is seeking a Client Report Services Specialist to support and develop large-scale reporting platforms within the IP&S Group. You will assist daily operations, provide frontline advisor support, and help implement enhancements to the IP&S reporting suite.

You will maintain knowledge of the IP&S offering, compliance policies, and integrations to ensure a seamless advisor experience and continuous platform improvements.

Qualifications

• Knowledge of wealth management and investment products.
• Experience with investment performance reporting methodologies.
• Strong written and verbal communication skills for inter-departmental interactions.
• Ability to manage time and meet tight deadlines in a high-volume environment.
• Analytical mindset with a solutions-oriented approach.

Responsibilities

• Assist with day-to-day administration of reporting platforms.
• Provide frontline support to Financial Advisors using the platform.
• Assist in onboarding management and ongoing administration for HNW clients.
• Understand metrics and workflows involved in end-to-end maintenance.
• Document processes, gather requirements, and support testing.
• Log project requests and help prioritize with Platform Development team.
• Create and maintain marketing collateral for Advisors, recruits, and clients.
• Manage supplementary data related to reporting across Stifel systems.

Skills

Wealth management knowledge

Investment performance reporting

Strong communication skills

Excellent organizational skills

Analytical problem-solving

Data entry and report generation

Initiative and self-direction

Education

Bachelor's degree in Business or related field

1-3 years related investment services industry experience

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel,where success meets success.

What You'll Be Doing

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.

What We're Looking For

• Assist with the day-to-day administration of the reporting platforms made available through Stifel's Investment Products and Services Group.
• Provide general frontline support to Stifel Financial Advisors utilizing the platform including general system navigation, key workflows, best practices, and calculation information.
• Assist senior team members and partners in operations in on-boarding management and on-going administration of specialized reporting services to HNW clients.
• Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform.
• Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.
• Organize detailed project request logs and contribute to prioritization discussions with the Platform Development team, other groups within Stifel, and third-party vendors, as applicable.
• 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.

What You'll Bring

• 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.
• General knowledge of investment performance reporting and measurement including various methodologies, calculations, and related statistics.
• Excellent verbal and written communication skills with an ability to discuss industry knowledge effectively during inter-departmental and external interactions.
• Effective organizational skills with strong attention to detail and an ability to manage time effectively to meet tight deadlines while managing a high volume of requests.
• An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.
• Ability to perform daily tasks that are routine and/or repetitive including data entry, data aggregation, calculation validation, and report generation.
• Initiative and self-direction when performing tasks with an ability to identify inefficiencies and recommend solutions.

Education & Experience

• Minimum Required: Bachelor's degree in Business or related field
• Minimum Required: 1-3 years related investment services industry experience

Systems & Technology

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

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About Stifel

Stifel is 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.