Client Reporting & Platform Support Specialist
Stifel
Stifel is seeking a Client Report Services Specialist to support day-to-day administration and ongoing development of large-scale reporting platforms within the IP&S Group in St. Louis. You will assist advisors with frontline support, system navigation, and workflow guidance, including calculations and best practices. As a contributor to enhancements, you will document processes, gather requirements, and help in testing, while maintaining knowledge of IP&S offerings, compliance policies, #J-18808-Ljbffr Stifel
$19 - $24 per hour
...Chat Support Specialist The Chat Support Specialist serves as a primary point of contact for clients, delivering exceptional support through chat and email channels. This role... ...Experience using CRM systems, ticketing platforms, or customer support tools preferred....PlatformFull timeLocal areaFlexible hours- What You'll Be Doing 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...Platform
- ...services for internal and external clients in meetings, conventions, and... ...for Windows and Apple platforms. Essential Duties and Responsibilities... .... Provides set‑up and support at multiple sites, sometimes... ...methods to reduce hazards. Reports all accidents, injuries and...PlatformContract workWork at officeLocal areaImmediate startShift workWeekend workAfternoon shift
$21.13 - $31.13 per hour
...execution of the contract by the client. The Work The SME Computer User Support Specialist performs technical, operational,... ...Xerox, Lexmark, HP, and Ricoh platforms. Standard work schedule is Monday... ...after one year Paid Time Off Reports to: Program Manager Working Conditions...PlatformContract workTemporary workInterim roleWork at officeLocal areaMonday to FridayFlexible hoursShift work- Role Description We are seeking a full-time Remote Client Support Representative to join our team. In this role, you will provide exceptional... ...with the ability to learn and use customer support tools and platforms Prior experience in the travel industry or related roles is...PlatformRemote jobFull time
- ...Sales Support Specialist If you are wondering what makes TRIMEDX and... ...common purpose of serving clients, patients, communities, and... ...optimization, sales operations, reporting, contract administration,... ...in HubSpot or similar CRM platforms, and able to turn data, processes...PlatformContract work
- ...seeking a reliable and detail-oriented Online Learning Support Specialist to support users of digital learning platforms and ensure a seamless online learning experience.... ...tickets Monitor learning activities and report technical issues when necessary Maintain accurate...PlatformFull timePart timeRemote workFlexible hours
- ...Client Support Specialist The Client Support Specialist, reporting to the Customer Care Manager, is an integral part of the Customer Care team. The Client Support Specialist is responsible for resolving more complex issues or requests from customers. This team member...
- ...our growing team as Travel Experience Specialists in a remote work environment. In... ...guidance, organizing travel details, and supporting clients throughout their entire planning... ...Communicate with clientsacross multiple platforms Review travel details andconfirm plans...PlatformRemote workFlexible hours
- ...We are looking for a dedicated Remote Travel Support Specialist to ensure our clients have a seamless journey from start to finish. In this role, you... ...Tech‑Savvy: You are comfortable learning new booking platforms and working with remote communication tools....PlatformRemote workWork from homeFlexible hours
- ...Stifel strives for a culture that puts its clients and associates first: a culture where... ...Doing The Treasury Client Service Support Specialist provides information and support in... ...Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc. Understand and comply...
- ...Stifel strives for a culture that puts its clients and associates first: a culture where... ...Be Doing The Treasury Client Service Support Specialist provides information and support in... ...Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc. Understand and comply with...
- ...net worth and family office clients. Our fiduciary duty holds us... ...ABOUT THE POSITION: The Wealth Support Associate will work directly... ...monthly, quarterly and annual reports for clients using the Tamarac... ...experience with the Schwab custodial platform, Salesforce, and/or the...PlatformPermanent employmentWork at office
- Dreamstravelcr is seeking a Remote Travel Client Support Representative to assist travelers with travel-related needs, answer questions,... ...experience. You will communicate with clients across multiple platforms and help review travel details and confirm plans. The ideal candidate...PlatformRemote job
- ...wealth management firm in St. Louis seeks a Wealth Support Associate to assist the Advisory Team and enhance client service. The ideal candidate will have experience... ...include scheduling client meetings, preparing reports, and maintaining an efficient workflow. Competitive...
$31.25 - $36.06 per hour
...Group, the work you do matters to the clients we serve, the communities we support, and the teams who rely on one... ...The Role Design Technology Support Specialist , supporting Core States Group’s... ...cloud-based design collaboration platforms preferred. AutoCAD and Revit experience...PlatformHourly paySummer workWork at officeRemote workFlexible hours2 days per week1 day per week$59k - $63k
...Client Experience Coordinator Beloform is seeking a Client Experience... ...for client inquiries and support needs Coordinate... ...client journey Prepare client reports and present feedback to management... ...Office Suite and CRM platforms ~ Ability to handle sensitive...PlatformWork at office- A remote support company is expanding its team and is seeking reliable individuals to assist clients with coordinating reservations and related services. The role includes planning customized arrangements, providing recommendations, and maintaining accurate records. Ideal...Remote workFlexible hours
- ...to collaborate, innovate and support our operating companies. Our... ...Responsibilities External Reporting & SEC Compliance Manage... ...Company's external reporting platform, Workiva Oversee... ...public accounting firm with SEC clients or combination of public accounting...PlatformCasual workSummer internshipWork at officeWork from homeMonday to Friday
$15.29 - $19.09 per hour
...DESCRIPTION The Client Account Coordinator plays an important role in supporting day-to-day client program execution, serving... ..., retail partners, and reporting teams. This position helps ensure... ...proprietary systems and reporting platforms. Demonstrated...PlatformHourly payFull timeWork at officeWeekend work- ...Purpose Rapsodo is seeking a driven, detail-oriented Product Support Specialist (Diamond Sports & Golf) to support our North America... ...manage, and close tickets within defined service levels using platforms such as Salesforce and Zendesk Collaborate cross-functionally...Platform
- ...Customer Relations Specialist We are hiring a Customer Relations Specialist to support clients with travel planning and booking services. In this role, you will assist clients in exploring travel options, coordinating reservations, and ensuring a smooth and positive...Remote workFlexible hours
- ...Technology Support Specialist Mary Institute and St Louis Country Day School – MICDS Technology – St Louis, Missouri Job Details Job ID: 5... ...and solves hardware/software issues on both PC and Macintosh platforms for students, faculty, and staff. Analyzes and resolves problems...PlatformFull timeTemporary workWork at officeImmediate startWork visaFlexible hoursAfternoon shift
$25 - $32 per hour
...Client Services Coordinator - Wealth Advisory - Shared Services Center CLA... ...in office. Summary This role supports the Wealth Advisory Investment Advisory... ..., DocuSign, MoneyLink and Schwab platforms. Organizational Interfaces This role reports to Client Services Director and...PlatformHourly pay$75k - $95k
...THE CHAMBERLIN GROUP CLIENT SERVICE ADVISOR Do you take pride... ...feel comfortable, heard, and supported when working with you. Our... ...provide updates and progress reports to clients throughout the... ...Fidelity, or other custodian platforms. Experience working with RightCapital...PlatformFull time- We are seeking a full-time Technology Platform Support Specialist to support financial advisors using our enterprise platform. The Role: This role focuses on resolving functional and workflow-related issues within business applications rather than traditional IT help...PlatformFull time
- A leading records management firm in St. Louis, MO, seeks a Client Support Specialist to join the Customer Care team. This role involves resolving complex customer issues, particularly billing inquiries. The ideal candidate will have strong analytical and communication...
- Stifel in St. Louis seeks a Trust Client Support Specialist to assist charitable clients with online account access and documentation. The role includes responding to client inquiries and ensuring compliance with procedures. Candidates should have a high school diploma,...Work at office
- Skyrocket Travel is seeking a full-time Remote Client Support Representative to provide exceptional customer service throughout the client booking and travel experience. This role involves handling support tickets, troubleshooting issues, and ensuring client satisfaction...Remote jobFull time
$65k - $75k
Client Service Associate - Wealth Management (W) 1 week ago Be among... ...management firm, focused on supporting clients through all stages of... ...as necessary. Tracks and reports professional continuing education... ...roles. Experience with core platforms is preferred (Redtail, Netx36...PlatformFull timeWork experience placementWork at office
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