Jobs
>
St. Louis

    Client Reporting Services Specialist - St. Louis, United States - Stifel

    Stifel
    Stifel St. Louis, United States

    1 week ago

    Default job background
    Full time
    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.

  • AAA Missouri

    Retail Service Specialist

    5 days ago

    AAA Missouri Saint Louis, United States Full time

    Retail Service SpecialistWe are looking for someone who will thrive in a sales and service environment. We'll provide the training you need on an array of AAA products and services to interface with members with confidence. This training will help you meet your individual and tea ...

  • Hanover Community Bank

    Loan Servicing Specialist Iii

    1 day ago

    Hanover Community Bank Garden City Park, United States

    **Loan Servicing Specialist III**: · **ABOUT US**: · Hanover Bank, The Bank of YOU - When you love your work and the people you work with, careers are made · Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Ban ...

  • FusionWorks

    Engineer/ Specialist in Technical Building Services

    1 week ago

    FusionWorks St. Clair, United States

    Job ID: FRA00005 · Join us in shaping a better world · At the heart of our work are talented individuals who are the driving force behind our projects. As planners, we follow an integrated planning approach. Our commercial real estate projects include both new construction and re ...

  • CSTK Inc- Velociti Inc

    Service Billing Specialist

    1 week ago

    CSTK Inc- Velociti Inc Saint Louis, United States

    Job Description · Position: Service Billing SpecialistLocation: St. Louis, MO Pay Range:$17.00 to $20.00 depending on skill set Job Type: Full-TimeCompany: CSTK Inc. is an award-winning Authorized Thermo King dealership group providing a complete line of refrigerated transportati ...

  • TEKsystems

    Automotive Service Specialist

    2 days ago

    TEKsystems Saint Louis, MO, United States

    Description: · The Technical Specialist works in a group supporting the many products in the Lubrication Business Unit. The products include hand-held lubrication tools, pumps, meters, valves, lubrication systems, and fluid management systems. Lincoln services most industries tha ...

  • TEKsystems

    Customer Service Specialist

    1 week ago

    TEKsystems St. Louis, United States Contract

    Description: · Position Summary: · Customer Service Specialists are responsible for learning and understanding the entire front-end process to ensure successful service for our patients. The Customer Service Specialists works in a fast-paced environment answering inbound calls an ...

  • Truist Financial Corporation

    Client Service Specialist

    3 days ago

    Truist Financial Corporation St Louis, United States

    Primary Purpose: Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams. - - Hybrid Schedule - - ESSENTIAL DUT Client Service, Specialist, I ...

  • McGriff Insurance Broker

    Client Service Specialist

    3 days ago

    McGriff Insurance Broker St Louis, United States

    Primary Purpose: Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams. - - Hybrid Schedule - - ESSENTIAL DUT Client Service, Insurance, Sp ...

  • TEKsystems

    Customer Service Specialist

    4 days ago

    TEKsystems St. Louis, MO, United States

    Teksystems is currently seeking an experienced Patient Access Representative for an on site role in St. Louis, MO - Interviewing Immediately · What does the Customer Service Specialist do? · Customer Service Specialists are responsible for learning and understanding the entire fr ...

  • BJC HealthCare

    Vocational Services Specialist

    3 days ago

    BJC HealthCare St Louis, United States

    Facilitates linkage and coordination with area employment resources that increase the opportunities for meaningful employment and educational experiences. Responsibilities Develops a variety of employment and educational opportunities for BJC Behavio Vocational, Specialist, Healt ...

  • TEKsystems

    Automotive Service Specialist

    3 days ago

    TEKsystems Saint Louis, MO, United States

    Description: · The Technical Specialist works in a group supporting the many products in the Lubrication Business Unit. The products include hand-held lubrication tools, pumps, meters, valves, lubrication systems, and fluid management systems. Our client services most industries ...

  • State of Missouri

    Social Services Specialist

    1 week ago

    State of Missouri St Louis, United States

    Job Location: This position will be located in St. Louis, MO (office location will vary depending on candidate selected). · The Department of Social Services partners with families and communities to protect children, rehabilitate youth and move families to self-sufficiency so th ...

  • AAA

    Insurance Service Specialist

    2 weeks ago

    AAA St Louis, United States

    AAA Watson Rd [Guest Service / Front Desk] As an Insurance Service Specialist at AAA, you'll: Be responsible for the maintenance and servicing of insurance policies; Verify new business applications; Process insurance and membership payments; Provide information to members regard ...

  • CSTK Inc- Velociti Inc

    Service Billing Specialist

    6 days ago

    CSTK Inc- Velociti Inc St. Louis, United States

    · Position: Service Billing Specialist · Location: St. Louis, MO · Pay Range:$17.00 to $20.00 depending on skill set · Job Type: Full-Time · Company: CSTK Inc. is an award-winning Authorized Thermo King dealership group providing a complete line of refrigerated transportation ...

  • CSTK Inc- Velociti Inc

    Service Billing Specialist

    3 days ago

    CSTK Inc- Velociti Inc Saint Louis, MO, United States

    Position : Service Billing Specialist Location: St. Louis, MO · Pay Rang e: $17.00 to $20.00 depending on skill set · Job Type : Full-Time Company : CSTK Inc. is an award-winning Authorized Thermo King dealership group providing a complete line of refrigerated transportation p ...

  • TEKsystems

    Customer Service Specialist

    5 days ago

    TEKsystems Saint Louis, United States

    Job Description · Job DescriptionTeksystems is currently seeking an experienced Patient Access Representative for an on site role in St. Louis, MO - Interviewing Immediately · What does the Customer Service Specialist do? · Customer Service Specialists are responsible for learnin ...

  • TEKsystems

    Customer Service Specialist

    5 days ago

    TEKsystems Saint Louis, United States

    Job Description · Job DescriptionDescription: · Position Summary: · Customer Service Specialists are responsible for learning and understanding the entire front-end process to ensure successful service for our patients. The Customer Service Specialists works in a fast-paced envir ...

  • Humane Society of Missouri

    Customer Service Specialist

    1 week ago

    Humane Society of Missouri Saint Louis, United States

    Job Description · Job DescriptionThe Humane Society of Missouri is seeking a highly motivated individual with a passion for helping animals. Our Customer Service Specialist interacts with the public both in-person and by phone to conduct animal intake/receiving, processing, and a ...

  • Mercy

    Patient Services Specialist

    1 week ago

    Mercy St Louis, United States

    We're a Little Different · Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. · At Mercy, we believe in careers that match the unique gifts of unique individuals - careers that not only make the most of your skills ...

  • Truist Inc

    Client Service Specialist

    1 week ago

    Truist Inc St Louis, United States

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. · Need Help? ) · If you have a disability and need assistance with the application, you can requ ...