Client Services Representative

Position Title: Client Service AnalystWork location: Chicago, IL 60606Contract Duration: 3 months

Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
Job descriptionThe 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.
PRIMARY RESPONSIBILITIES:Managing client relationships by serving as primary point of contact with clients & sales channelsProviding 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 eventsCommunicating and working closely with the sales force to provide high-quality service to our clientsAnalyzing and problem solving, both independently and with the teamMonitoring and escalating service issues to ensure a high-quality response to clientsWorking 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 modelsWorking closely with the firm's trading desks relaying the status of trading activity on all client accountsCultivating a service environment targeted towards enhancing the client experienceQUALIFICATIONS:Ability to deliver superior client service to internal and external clientsCritical thinking, analytical, and problem-solving skillsOutstanding leadership, time management, and relationship management skillsResourceful individual with high intellectual curiosityKeen attention to detail and high sense of urgency, meeting client needs xzbcwsv in a thorough and efficient mannerHigh caliber individual with experience in financial services and specifically Separately Managed Accounts and service to Financial AdvisorsHighly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environmentProficient PC skills including MS Word, MS Excel, MS Access, and MS Power PointBachelor’s degree requiredWORK EXPERIENCE REQUIREMENTS:Have at least 3 years of customer-facing financial services experience and ideally no more than approximately 7–8 years of total industry experienceHave experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or SMAsBring strong client service, relationship management, communication, and problem-solving skills and are comfortable working in a fast-paced environment