Job Title: Client Service Analyst Work location: Chicago, IL 60606 Contract duration: 3 Months Work Schedule: M-F 8-5 Projected Weekly Workable Hours: 40 with flexibility with advanced notice if more hours are needed Overtime Requirements: Not required
JOB DESCRIPTION: Manager Notes: Candidates MUST have the following:
Have at least 3 years of customer-facing financial services experience and ideally no more than approximately 7–8 years of total industry experience
Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or SMAs
Bring strong client service, relationship management, communication, and problem-solving skills and are comfortable working in a fast-paced environment
Overview The 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.
Our Impact Client (GS) Asset Management delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GS Asset Management is one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Within GS Asset Management, the Shareholder Services group is a global sales-aligned service organization that provides high-quality service and solutions to clients. Through their client service model, Shareholder Services enables distribution of GS Asset Management investment products, provides consultative services, scale, and controls, all while focused on being accretive financially 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 Responsibilities:
Managing client relationships by serving as primary point of contact with clients & sales channels
Providing 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 events
Communicating and working closely with the sales force to provide high-quality service to our clients
Analyzing and problem solving, both independently and with the team
Monitoring and escalating service issues to ensure a high-quality response to clients
Working 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 models
Working closely with the firm's trading desks relaying the status of trading activity on all client accounts
Cultivating a service environment targeted towards enhancing the client experience
Qualifications:
Ability to deliver superior client service to internal and external clients
Critical thinking, analytical, and problem-solving skills
Outstanding leadership, time management, and relationship management skills
Resourceful individual with high intellectual curiosity
Keen attention to detail and high sense of urgency, meeting client needs in a thorough and efficient manner
High caliber individual with experience in financial services and specifically Separately Managed Accounts and service to Financial Advisors
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 Power Point
Bachelor’s degree required
Work 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 experience
Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or SMAs
Bring strong client service, relationship management, communication, and problem-solving skills and are comfortable working in a fast-paced environment
Applicant Notices & Disclaimers
For information on benefits, equal opportunity employment, and location-specific applicant notices, click here
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.The pay rate for this position is $33.00/hr.
