Sr. Client Service Specialist
oshaughnessy
finance

Job Description:


The Sr. Client Service Specialist will be responsible for managing a team of operational onboarding specialists who are responsible for the operational set-up of new accounts, account transition analysis, and transaction request follow-up primarily for the Retail and Financial Advisor Services. This individual will also have oversight of relationship management for smaller relationships. In this capacity, the successful candidate or a member of their team will be the key contact for these relationships and a resource for ad-hoc client requests. The successful candidate will be considered a key problem-solving partner for our clients and our sales team. The need for this hire is driven by the growth with our Canvas offering in the Retail space. Canvas is a revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators. This is an exciting opportunity to build a team and fill a key role in the organization.

Daily Responsibilities:


Develop operational expertise and maintain ongoing best-practice documentation. Ability to effectively problem solve in a timely manner. Must maintain a strong working relationship with both internal and external clients. Superior work ethic. Comfortable working in a fast-paced environment. Ability to manage multiple tasks effectively. Excellent people manager. Must have the ability to be pleasantly persistent when needed. Self starter. Strong time management and organizational skills. Must be comfortable working as a player coach. Intellectual curiosity. Strong interpersonal, as well as strong written and verbal communication skills. Escalation contact for issue resolution.

Job Requirements:


Bachelor�s Degree 6+ years of relevant work experience in a similar role. Previous experience working in financial services and/or an asset management firm required. Experience working for a direct indexing provider in a client service or operational capacity, a plus. Proven team management/leadership experience.

Compensation:


We expect the salary for this position to range between USD $125,000 � $140,000.

Job Location(s):


Stamford, Connecticut, United States of America New York City, New York, United States of America

Source:

Company Career Section

Competition:

N/A

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