Client Service Analyst
$68,640–$68,640 year
On-siteChicago, Illinois, United States
Job Summary
Manage front-line communication and relationship management for Third Party Wealth clients and sales partners, specifically for Separately Managed Accounts. Serve as the primary point of contact for clients and sales channels, handling service needs across territories, onboarding, and fund/portfolio inquiries. Ensure high-quality service delivery through responsiveness to inquiries, crisis management, and adherence to service levels. Analyze and problem-solve independently or with the team, while monitoring and escalating service issues to guarantee timely client responses. Work closely with the sales force, trading desks, and management to build scalable service models and enhance the client experience. This three-month contract includes a possibility to extend or convert to FTE, with a pay rate of $33/HR for W2 employees.
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)
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