Client Service Analyst

Strategic Staffing Solutions; Chicago (IL); On-site; USD 80,231,000 - 108,886,000; Part time

Job summary

Strategic Staffing Solutions is seeking a Client Service Analyst in Chicago, IL to support the Shareholder Services team for SMA clients and financial advisors. This role serves as the primary contact for clients and sales channels, ensuring timely responses and top-tier service across territories.

The ideal candidate holds a Bachelor’s degree and FINRA licenses (Series 7 and 63) or is prepared to obtain them within 60 days.

Qualifications

• Experience in a client service environment within the financial services industry, preferably with Separately Managed Accounts and service to Financial Advisors.
• Critical thinking, analytical and problem-solving skills.
• Outstanding leadership, time management, and relationship management skills.
• Keen attention to detail and high sense of urgency to meet client needs.
• Highly self-motivated with strong communication and teamwork skills in a fast-paced environment.
• Proficient with MS Word, MS Excel, MS Access and MS PowerPoint.
• FINRA Series 7 and Series 63 required (if not licensed, should be obtained within first 60 days on the job).

Responsibilities

• Serve as the primary point of contact for clients and sales channels across territories and client types.
• Support onboarding and respond to client inquiries for fund/portfolio information.
• Elevate service quality by managing inquiries, crises and adherence to SLAs.
• Manage client relationships and collaborate with the sales force to deliver high-quality service.
• Analyze issues and problem-solve independently and with the team.
• Coordinate with trading desks to relay status and optimize client activity.
• Contribute to value projects like asset development, retention, or automation initiatives.
• Partner with management to build scalable service models for SMA clients.

Education

Bachelor’s degree

Tools

MS Word

MS Excel

MS Access

MS PowerPoint

Job description

Job Title: Client Service Analyst

Location: Chicago, IL

Duration: 3 months + Possibility to Extend and/or Convert to FTE

Pay Rate: $33/HR (W2 Only)

Job/Role Description:

• This role helps support our client's Shareholder Services team by managing front-line communication and relationship management for Third Party Wealth clients and sales partners, specifically for Separately Managed Accounts (SMAs).
• This position will provide support by acting as the primary point of contact for clients and sales channels, managing service needs across sales territories and client types.
• This position will ensure high quality service delivery through responsiveness to client inquiries, crisis management, and adherence to service levels.
• Manage client relationships by serving as primary point of contact with clients and sales channels
• Support client onboarding, answer client inquiries for fund/portfolio information, and execute client lifecycle events
• Communicate and work closely with the sales force to provide high quality service to clients
• Analyze and problem solve, both independently and with the team
• Monitor and elevate service issues to ensure a high quality response to clients
• Work on special value projects as necessary (i.e., asset development/retention, automation related projects)
• Partner with Management and other Service Representatives to build long term successful and scalable service models
• Work closely with the firm's trading desks, relaying the status of trading activity on all client accounts
• Cultivate a service environment targeted towards enhancing the client experience

Required Qualifications

• Prior experience in a client service environment within the financial services industry, preferably with Separately Managed Accounts and service to Financial Advisors
• Critical thinking, analytical, and problem-solving skills
• Outstanding leadership, time management, and relationship management skills
• Keen attention to detail and high sense of urgency, meeting client needs in a thorough and efficient manner
• 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 PowerPoint
• Bachelor’s degree required
• FINRA Series 7 and Series 63 required (if not already licensed, should be obtained within first 60 days on the job)