Title Client  Analyst 
Location  Chicago IL 60606
Pay 30-33 per hour
3 month contract 

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, has knowledge of the asset management business, is detail-oriented, and welcomes the demands of heavy client interaction.

This role involves front-line communication with 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, the role interacts with many areas of the organization, including Sales, Portfolio Management, Product Management, Legal, and Compliance, in a professional, knowledgeable, and diligent manner to add value to the client experience.

This position requires a thorough understanding of a client service environment and may include participation in business development initiatives related to SMAs, requiring an in-depth understanding of the industry, client base, and systems.

Asset 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 approach.

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 contributing to the financial success of 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.

• Manage 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 force 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, 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.

• Ability 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 strong 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, specifically with Separately Managed Accounts and service to Financial Advisors.

• Strong self-motivation, communication, and teamwork skills, with the ability to work effectively in a fast-paced environment.

• Proficiency in Microsoft Word, Excel, Access, and PowerPoint.

• Bachelor's degree required.

• Hold the SIE, Series 7, and Series 63 licenses.

• Have at least three years of customer-facing financial services experience, ideally with approximately seven to eight years or less of total industry experience.

• Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs).

• Demonstrate strong client service, relationship-management, communication, and problem-solving skills, with the ability to thrive in a fast-paced environment.