Client Reporting Services Specialist

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.

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.

No preferred qualifications provided.