CW Analyst_USA_USD

Job Title: Client Service Analyst
Location: Chicago, IL 60606
Contract duration: 3 Months

Notes:

• Have at least 3 years of customer-facing financial services experience and ideally no more than approximately 7 8 years of total industry experience
• Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or SMAs.
• Bring strong client service, relationship management, communication, and problem-solving skills and are comfortable working in a fast-paced environment
• The position of Client Service Analyst in Shareholder Services is ideal for someone who seeks to deepen his or her client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, and welcomes the demands of heavy client interaction.
• This role involves front line communication with our Third-Party Wealth clients and sales partners, specifically for Separately Managed Accounts (SMAs) and is responsible for managing client service needs across sales territories, sales channels, and client types. To accomplish this goal, this role interacts with many areas of the firm including Sales, Portfolio Management, Product Management, Legal, and Compliance in a professional, knowledgeable, and diligent manner in order to add value to the client experience.
• This position requires a thorough understanding of a client service environment and may participate in business development initiatives related to SMAs which could require an in-depth understanding of the industry, our client base, and systems.
• Hold the SIE, Series 7, and Series 63 licenses

OUR IMPACT:
Company's Asset Management delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. Company's Asset Management is one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Within Company's Asset Management, the Shareholder Services group is a global sales-aligned service organization that provides high-quality service and solutions to clients. Through their client service model, Shareholder Services enables distribution of Company's Asset Management investment products, provides consultative services, scale, and controls, all while focused on being accretive financially to the business. The Client Onboarding team plays a critical role within Shareholder Services by ensuring all investment requirements are met and making the client experience as streamlined as possible.

PRIMARY RESPONSIBILITIES:

• Managing client relationships by serving as primary point of contact with clients & sales channels
• Providing a full range of services: including supporting client onboarding, answering client inquiries for fund/portfolio information and literature, acting as the point person for any client-related issues, and executing client lifecycle events
• Communicating and working closely with the sales force to provide high-quality service to our clients
• Analyzing and problem solving, both independently and with the team
• Monitoring and escalating service issues to ensure a high-quality response to clients
• Working on special value projects as necessary (i.e., asset development/retention, automation related projects).
• Partnering with Management and other Service Representatives to build long term successful & scalable service models
• Working closely with the firm's trading desks relaying the status of trading activity on all client accounts
• Cultivating a service environment targeted towards enhancing the client experience

QUALIFICATIONS:

• Ability to deliver superior client service to internal and external clients
• Critical thinking, analytical, and problem-solving skills
• Outstanding leadership, time management, and relationship management skills
• Resourceful individual with high intellectual curiosity
• Keen attention to detail and high sense of urgency, meeting client needs in a thorough and efficient manner
• High caliber individual with experience in financial services and specifically Separately Managed Accounts and service to Financial Advisors
• Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment
• Proficient PC skills including MS Word, MS Excel, MS Access, and MS Power Point
• Bachelor s degree required

WORK EXPERIENCE REQUIREMENTS:

• Hold the SIE, Series 7, and Series 63 licenses
• Have at least 3 years of customer-facing financial services experience and ideally no more than approximately 7 8 years of total industry experience
• Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or SMAs
• Bring strong client service, relationship management, communication, and problem-solving skills and are comfortable working in a fast-paced environment