Client Services Consultant I

William O'Neil + Co., Inc.; New York (NY); On-site; USD 55,000 - 65,000; Full time

Job summary

William O'Neil + Co., Inc. in New York seeks a client service professional. The role includes managing client relationships and support issues while ensuring effective communication with institutional clients.

Ideal candidates will hold a Bachelor's degree and have 1-2 years of experience, preferably in technology or fintech. A strong analytical mindset and interest in financial markets are essential, along with the capacity to investigate and resolve client issues.

The position offers a salary range of $55,000 to $65,000, dependent on experience.

Qualifications

• 1-2 years of experience in client-facing roles, preferably in technology or fintech.

Responsibilities

• Collaborates with sales and support to demonstrate value to institutional clients.
• Develops client relationships and identifies service needs.
• Assists institutional clients with PANARAY via multiple communication channels.
• Reviews and communicates customer problems with the product.
• Works with Programming for data and programming issues.
• Updates client databases to manage client information.

Skills

Client management

Analytical skills

Problem-solving skills

Interest in financial markets

Education

Bachelor's degree or higher

Job description

William O’Neil + Co. Incorporated (WON) is an independent advisory firm that provides U.S. and international equity research recommendations to many of the world’s top institutional fund managers. With a history of more than 55 years of equity research experience, WON utilizes the O’Neil Methodology, a blend of fundamental and technical analysis, to identify outperformers in the stock market. The firm is regulated by the Securities and Exchange Commission, the Financial Conduct Authority, and the State of California, and develops and models unique quantitative research discoveries that are integrated into its historic database and the PANARAY® research platform.

Summary

Provides efficient and high‑quality pre‑sales and post‑sales client service to financial institutions. Acts as the single point of contact for clients to coordinate resolution of service incidents and the escalation of technical issues.

Duties and Responsibilities

• Collaborates with sales and support groups to demonstrate the value of the support offering to institutional clients and identifies opportunities for expanded support business.
• Develops client relationships and understanding of institutional clients and product installation to identify service needs, plans service delivery, and drives use of proactive service and support mechanisms to reduce client downtime and support costs.
• Assists institutional clients in the use of PANARAY via telephone, online, email, and on‑site.
• Reviews and communicates customer problems that arise from the use of the product.
• Works with Programming for data/programming issues, which includes:
  • Add/modify and close daily bugs in the Team system
  • Follow up on programming fixes with testing and verification
  • Communicate with client on verified fixes and progress of fixes for longstanding issues
  • Follow up on all issues from client contact (start to finish)
• Updates client databases to manage and track client information, notes, inquiries, and all other communications.

Qualifications & Requirements

• Bachelor’s degree or higher or equivalent experience
• 1‑2 years of experience in client‑facing roles, with a preference for technology or fintech experience

Knowledge, Skills and Abilities (KSAs)

• Client management and relationship‑building skills
• Strong analytical skills and ability to draw conclusions based on data
• Ability to investigate, analyze, and solve problems, including IT issues
• Interest in financial markets and how to trade stocks

Compensation

$55,000.00 minimum – $65,000.00 maximum (yearly salary). Pay ranges are open to negotiation depending on the nature of the role; additional compensation plans such as commissions and bonuses are not factored in.

Working Conditions

Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer, and may also require the ability to lift up to 10 pounds. Up to 30% travel and up to 10% driving may be required.

Equal Opportunity Employer

William O'Neil + Co. Incorporated is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.