Alternative Investment Client Service Specialist

Stifel•New York, NY

5d•$80,000 - $93,000

About The Position

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.

Requirements

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.

Responsibilities

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