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Client support analyst
STOUT Dallas, TX
$45k-57k (estimate)
Full Time | Investment Management 2 Days Ago
Save

STOUT is Hiring a Client support analyst Near Dallas, TX

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values : Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators.

Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

General Purpose : Primary responsibilities will be providing comprehensive support to the Corporate Recovery team and managing day-to-day activities and administrative needs, reporting primarily to the managing directors.

Major Duties and Responsibilities :

  • Work with leaders to strategize engagement approaches, develop work plans, oversee and monitor engagement progress daily, and report to engagement leadership on engagement progress and critical path items.
  • Oversee bankruptcy fee application process for Corporate Recovery Services
  • Steer and regulate the document management process and coordinate its facilitation.
  • Prepare and review written reports, presentations, and data visualizations
  • Manage and maintain our CRM systems
  • Maintain a focus toward continuous improvement of client experience, including but not limited to directing clients to external sources of information, providing clear communications with respect to client needs, and acting as liaison with the Investment Advisor and team members to document all communication via CRM
  • Conduct independent research and summarize findings for inclusion in client deliverables
  • Assist with scheduling leadership calendars and independently schedule appointments. Coordinate meetings, conference calls, and other executive events.

Inform attendees / participants of function dates and times, reserve meeting space, arrange for audio visual and additional equipment / materials, and arrange meals

  • Serve as the point of contact for outside clients and internal employees to ensure prompt response time and efficiency of communications
  • Arrange and coordinate travel schedules and reservations for the Commercial Litigation team
  • Work in Adobe Echo Sign to send engagement letters to clients for signature
  • Prepare, track, and reconcile expenses for team members, including expense report preparation and reconciliation
  • Register Managing Directors and Directors for industry conferences and coordinate travel
  • Assist in coordinating onboarding process for new clients
  • Assist with the printing, binding, and final steps in the preparation of final pitch books
  • All other administrative responsibilities and duties

Knowledge, Skills, and Abilities :

  • Ability to self-motivate, lead, and multi-task in a fast-paced environment
  • Rigorous attention to detail and commitment to quality control
  • Ability to manage multiple projects simultaneously, interacting effectively with project teams and clients, as well as being able to juggle the demands and scheduling needs of multiple clients at once
  • Excellent communication skills, both verbal and written
  • Ability to critically analyze client requests and develop execution plan
  • Ability to ensure the timely completion of project deliverables while maintaining a high-quality work product
  • Ability to create written work product (e.g., reports, presentations, memos) in a business environment using clear, concise, fact-based language
  • Thorough knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, Access)

Education and / or Training :

  • 2 -year college degree in Communications, English, Accounting, or Marketing required
  • 4-year college degree in Communications, English, Accounting, or Marketing a plus

Previous Experience :

4 years of previous executive support experience necessary; experience within a professional services firm, investment banking environment, or legal environment preferred

LI-KG1

Why Stout?

Our goal is to provide a comprehensive Total Rewards program that includes competitive compensation, benefits & wellness programs that allows employees to choose what's most important to them at any life stage.

At Stout, we are committed to the personal and professional development of our employees while fostering a diverse and inclusive environment.

Stout Culture : We honor the fundamental value and dignity of all individuals. We are committed to representing and including the unique experiences, perspectives, and backgrounds of our people, partners, and the communities we serve.

Our core values embrace a culture of inclusion and the equitable treatment of all team members, starting with Stout's leadership and spreading across the organization.

We strive to recruit, develop, and retain individuals with an array of talents, ideas, and experiences that propel the entrepreneurial spirit and exceptionalism that drive our success.

To learn more about our commitment to diversity, equity, and inclusion, click here .

Professional Development : To foster employee development we offer ongoing training and learning opportunities, employee resources groups, mentorship programming, and professional designation reimbursement.

We believe in timely and proactive performance excellence, ongoing 360 feedback, clear performance expectations at each level, and quarterly check-ins with your manager ensure you are supported and growing your career.

Stout Benefits : Stout offers a variety of benefits to meet the ever-changing needs of our employees throughout their career at Stout.

View our Benefits page to see what this can look like for you.

Flexible Work Schedules : Work-life balance is important to us and we want our employees to have balanced lives, which is why we have a discretionary time off policy for all salaried exempt employees.

This gives you the ability to take time off as appropriate.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.

Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, creed, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, age, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law.

Stout values a diverse workforce and strongly encourages women, people of color, members of the LGBTQ communities, veterans, people with disabilities and members of other underrepresented communities to apply .

Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, diversity, and personal growth?

Stout might just be the right place for you.

For individuals assigned to work in California, Colorado, New York City, or Washington, Stout is required by law to include a reasonable estimate of the compensation range for this role.

The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills.

It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

A reasonable estimate of the current range is $60,000.00 - $130,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan.

Information about benefits can be found here - https : / / www.stout.com / en / careers / benefits.

Last updated : 2024-07-01

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$45k-57k (estimate)

POST DATE

07/03/2024

EXPIRATION DATE

09/25/2024

WEBSITE

stout.com

HEADQUARTERS

OVERLAND PARK, KS

SIZE

500 - 1,000

FOUNDED

1991

CEO

NATHAN D STOUT

REVENUE

$10M - $50M

INDUSTRY

Investment Management

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About STOUT

Stout is a global investment bank and advisory firm specializing in corporate finance, valuation, financial disputes, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters. Learn about our Relentless Excellence at stout.com. Stout is a trade name for Stout Risius Ross, LLC, Stout Advisors SA, Stout GmbH, Stout Bluepeak Asia Ltd., and Stout Risius Ross Advisors, LLC, a FINRA-registered br...oker-dealer and SIPC member firm. The terms "Stout" or the "firm" refers to one or more of these independent advisory practices. More
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