Client Service Analyst

The Client Service Analyst within Shareholder Services will support client service and relationship management activities for Third-Party Wealth clients and sales partners, with a specific focus on Separately Managed Accounts (SMAs).

This role serves as a frontline point of contact for clients and sales channels and requires strong knowledge of the asset management industry, excellent attention to detail, and the ability to manage high-volume client interactions. The analyst will collaborate closely with Sales, Portfolio Management, Product Management, Legal, Compliance, and other internal teams to deliver a high-quality client experience.

The role may also support business development and process improvement initiatives related to SMAs, requiring an understanding of the industry, client base, and relevant systems.

• Serve as the primary point of contact for clients and sales channels, managing ongoing client relationships.
• Support client onboarding and lifecycle events.
• Respond to client inquiries related to fund and portfolio information, literature, and account-related needs.
• Act as the point person for client-related issues, ensuring timely resolution and follow-up.
• Partner closely with Sales teams to provide high-quality service to clients.
• Analyze and resolve client issues independently and collaboratively with internal teams.
• Monitor service issues and escalate as appropriate to ensure timely and accurate responses.
• Support special projects focused on asset development, asset retention, automation, and process improvements.
• Partner with management and other service representatives to develop scalable and effective service models.
• Work closely with trading desks to communicate the status of trading activity across client accounts.
• Identify opportunities to enhance the overall client experience and service delivery.

• Bachelor's degree required.
• 1-3 years of relevant client service experience, preferably within the financial services industry.
• Experience with Separately Managed Accounts (SMAs) and servicing Financial Advisors strongly preferred.
• Strong client service and relationship management skills.
• Excellent critical thinking, analytical, and problem-solving abilities.
• Strong leadership, organization, and time management skills.
• High attention to detail and ability to work with a strong sense of urgency.
• Highly self-motivated with strong intellectual curiosity.
• Excellent written and verbal communication skills.
• Ability to collaborate effectively in a fast-paced environment.
• Strong ability to manage multiple priorities and client requests.
• Proficiency with MS Word, Excel, Access, and PowerPoint.
• FINRA Series 7 and Series 63 licenses required. Candidates who are not currently licensed must obtain the licenses within the first 60 days of employment.