Job Description

Job Title: Client Service Analyst

Location: Chicago, IL

Duration: 3 months + Possibility to Extend and/or Convert to FTE

Pay Rate: $33/HR (W2 Only)

Job/Role Description:

• This role helps support our client's Shareholder Services team by managing front-line communication and relationship management for Third Party Wealth clients and sales partners, specifically for Separately Managed Accounts (SMAs).
• This position will provide support by acting as the primary point of contact for clients and sales channels, managing service needs across sales territories and client types.
• This position will ensure high quality service delivery through responsiveness to client inquiries, crisis management, and adherence to service levels.
• Manage client relationships by serving as primary point of contact with clients and sales channels
• Support client onboarding, answer client inquiries for fund/portfolio information, and execute client lifecycle events
• Communicate and work closely with the sales force to provide high quality service to clients
• Analyze and problem solve, both independently and with the team
• Monitor and escalate service issues to ensure a high quality response to clients
• Work on special value projects as necessary (i.e., asset development/retention, automation related projects)
• Partner with Management and other Service Representatives to build long term successful and scalable service models
• Work closely with the firm's trading desks, relaying the status of trading activity on all client accounts
• Cultivate a service environment targeted towards enhancing the client experience

Required Qualifications

• Prior experience in a client service environment within the financial services industry, preferably with Separately Managed Accounts and service to Financial Advisors
• Critical thinking, analytical, and problem-solving skills
• Outstanding leadership, time management, and relationship management skills
• Keen attention to detail and high sense of urgency, meeting client needs in a thorough and efficient manner
• 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 PowerPoint
• Bachelor’s degree required
• FINRA Series 7 and Series 63 required (if not already licensed, should be obtained within first 60 days on the job)