Institutional Client Success Associate

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., 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.