Role OverviewThe 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.
What You Will Do
The Specialist will assist with the day-to-day administration of the reporting platforms, provide frontline support to Stifel Financial Advisors, and maintain a working understanding of the metrics, calculations, and operational processes involved in end-to-end maintenance of the reporting platform.
Why It Might Be a Fit
The ideal candidate will have general knowledge of the wealth management business, including investment products and strategies, and excellent verbal and written communication skills. They will also have effective organizational skills, an appetite for analytical problem-solving, and the ability to perform daily tasks that are routine and/or repetitive.
Requirements
- Bachelor's degree in Business or related field
- 1-3 years related investment services industry experience
- Proficient in Microsoft Outlook, Word, Excel, and PowerPoint
Benefits
- health
- dental
- vision care
- 401k
- wellness initiatives
- life insurance
- paid time off
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