Client Services Analyst

Client Service Analyst – Shareholder ServicesDuration- 3 Months/ 40 hrs a weekChicago, IL 60606- OnsitePay: $30-$33/ hr

You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
Job Description:Client Service Analyst – Shareholder Services
The position of Client Service Analyst in Shareholder Services is ideal for someone who seeks to deepen their client service focus and relationship management skills. The ideal candidate has knowledge of the asset management business, is detail-oriented, and welcomes the demands of frequent client interaction. This role involves front-line communication with Third-Party Wealth clients and sales partners, specifically for Separately Managed Accounts (SMAs). The position is responsible for managing client service needs across sales territories, sales channels, and client types.To accomplish this goal, the role interacts with multiple internal teams, including Sales, Portfolio Management, Product Management, Legal, and Compliance, in a professional, knowledgeable, and diligent manner to enhance the client experience. This position requires a thorough understanding of a client service environment and may involve participation in business development initiatives related to SMAs, requiring an in-depth understanding of the industry, client base, and systems.
OUR IMPACTAsset Management delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages of working with a large organization while maintaining the benefits of a boutique environment. The organization leverages a global team of talented professionals to develop solutions and drive change across its operational infrastructure.
Within Asset Management, the Shareholder Services group is a global sales-aligned service organization that provides high-quality service and solutions to clients. Through its client service model, Shareholder Services enables the distribution of investment products, provides consultative services, scale, and controls, while focusing on delivering financial value 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 RESPONSIBILITIESManage client relationships by serving as the primary point of contact for clients and sales channels.Provide a full range of services, including supporting client onboarding, answering client inquiries regarding fund and portfolio information and literature, addressing client-related issues, and executing client lifecycle events.Communicate and work closely with the sales team to provide high-quality service to clients.Analyze and solve problems independently and collaboratively with the team.Monitor and escalate service issues to ensure timely, high-quality responses to clients.Work on special projects as needed, including asset development, retention, and automation initiatives.Partner with management and other service representatives to build successful, long-term, and scalable service models.Work closely with trading desks to communicate the status of trading activity across client accounts.Foster a service-oriented environment focused on enhancing the client experience.
QUALIFICATIONSAbility to deliver superior client service to internal and external clients.Strong critical thinking, analytical, and problem-solving skills.Excellent leadership, time management, and relationship management skills.Resourcefulness and a high degree of intellectual curiosity.Keen attention to detail and a strong sense of urgency, with the ability to meet client needs thoroughly and efficiently.Experience in financial services, particularly with Separately Managed Accounts and servicing Financial Advisors.Strong self-motivation, communication, and teamwork skills, with the ability to thrive in a fast-paced environment.Proficiency in Microsoft Word, Excel, Access, and PowerPoint.Bachelor's degree required.
WORK EXPERIENCE REQUIREMENTSAt least 3 years of customer-facing financial services experience, ideally with approximately 7–8 years or less of total industry experience.Experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs). xzbcwsv Strong client service, relationship management, communication, and problem-solving skills, with the ability to work effectively in a fast-paced environment.