Alternative Investment Client Service Specialist Job Listing at Stifel in New York, NY (Job ID 7229)

Description

The Alternative Investment Client Service Specialist is responsible for supporting Stifel's alternative investment business through superior product support to advisors and fund partners. This includes interacting with sales team via phone and email to provide general information in response to inquiries related to alternative investments and working collaboratively with teammates to facilitate the offering process. The ideal candidate will have a positive attitude, high attention to detail and be a team player.

• Provide the highest quality of customer service through written and verbal communications.

• Process alternative investment transactions in Stifel's alternative investment order and fulfillment tool by conducing eligibility and document reviews

• Assist Fund partners and their administrators in remediation of any outstanding items related to client orders

• Assist in reconciliation efforts during fund closings by interfacing with fund partners and Operations teams to support transaction booking efforts
• Support the Alternative Investment hot line by answering questions related to the business from advisors, sales assistants, branch managers etc.

• Constantly review the current process and procedures to identify inefficiencies. Identify and provide potential solutions to improve the process.

• Reconcile / process commission payments to the advisors.

• Help gather information for internal/external audits.

• Run with various department projects
• Develop and maintain positive relationships with fund partners and key stakeholders to assist or enhance the client experience

• High attention to detail, strong project management and organizational skills and exemplary analytical skills
• A passion for problem solving and improving the client and advisor experience
• Strong teamwork and interpersonal skills.
• High proficiency in MS Excel
• Proficient computer skills and ability to navigate multiple systems
• Knowledge of principles and processes for providing client and personal services.
• Effective communication skills both verbal and written.

• Minimum Required: Bachelor's degree, with a strong record of achievement
• 1+ year of client service experience required

• Advanced skills in Microsoft Excel, PowerPoint, Word, SQL

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.