Alternative Investment Client Service Specialist II

What You'll Be Doing
The Alternative Investment Client Service Specialist II is responsible for supporting Stifel's Alternative Investment business through superior product support to advisors and fund partners. This includes; (1) interacting with internal and external sales teams, Fund managers /administrators, and technology providers, (2) training new staff members, (3) leading highly complex projects, (4) identifying gaps in current process/procedures and developing innovative solutions, (5) managing the Alternative Investments technology platform relationship, and (6) managing the Alternative Investments compensation process/procedure between external and internal parties.

What We're Looking For
• Represent Alternative Investments for all projects. Collaborate with various internal departments and external parties on various initiatives.
• Responsible for managing the monthly/ quarterly commission payment process for the financial advisors. Work with the various Fund managers/administrators to reconcile and invoice payments to Stifel.
• Responsible for the creation and management of a Compensation unit that is required to manage the increasing fund volume.
• Manage the technology relationship with various vendors and collaborate with them on the development and implementation on new technology initiatives.
• Constantly reviewing the current process and procedures to identify inefficiencies. Identify and provide potential solutions to improve the process.
• Develop and maintain positive relationships with fund partners and key stakeholders to assist or enhance the client experience
• Responsible for training staff members on all aspects of the job.
• 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

What You'll Bring
• 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.

Education & Experience
• Minimum Required: Bachelor's degree, with a strong record of achievement
• Minimum Required: 3+ years' of client service experience required

Systems & Technology
• Advanced skills in Microsoft Excel, PowerPoint, Word