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SalarySummary
The Alternative Investment Client Service Analyst supports Stifel’s Alternative Investment business through superior product support to advisors and fund partners. This role will interact with the sales team via phone and email to provide general information in response to Alternative Investment inquiries and work collaboratively with teammates to facilitate the offering process.
- Provides the highest quality customer service through written and verbal communication, providing general information in response to sales team inquiries related to Alternative Investments.
- Process Alternative Investment transactions in Stifel’s Alternative Investment order and fulfillment tool by conducting eligibility and document reviews.
- Assist fund partners and their administrators in remedying 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.
- Develop and maintain positive relationships with fund partners and key stakeholders to assist or enhance the client experience.
- Great attention to detail, strong project management and organizational skills, and exemplary analytical skills
- Ability to problem solve and improve the client and advisor experience
- Strong teamwork and interpersonal skills.
- Knowledge of principles and processes for providing client and personal services.
- Effective communication skills, both verbal and written.
- Have a positive attitude, high attention to detail, and be a team player.
- Knowledge of the financial industry and Alternative Investments.
- Minimum Required: Bachelor’s degree in a related field or equivalent work experience.
- Minimum Required: 1+ year of Client Service experience.
- Minimum Required: None.
- Proficient in Microsoft Word, PowerPoint, and Outlook.
- High proficiency in MS Excel.
Salary: $71,000 - $107,000 per year
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit our Stifel Benefits website. Applications are accepted until the position is filled.
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.
