Intermediary Client Service Analyst

Sterling Capital Management LLC

Charlotte (NC)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Job summary

A registered investment adviser in Charlotte is seeking a motivated individual to coordinate service delivery to intermediary clients. The role involves acting as the main contact for client onboardings, facilitating communication, and providing business development support. Candidates should excel in organizational skills and possess strong interpersonal abilities. Preferably, applicants have experience in the financial industry and a bachelor's degree in finance. This position promises exposure to various business areas within investment management.

Qualifications

Self-motivated and ability to work independently.
Experience working under strict deadlines.
Desire and ability to work in a fast-paced environment.

Responsibilities

Coordinate service delivery to intermediary clients.
Act as central point of contact for client onboardings.
Facilitate communication with current and potential clients.
Peer review teammates' work for exceptional client service.

Skills

Strong organizational skills

Excellent interpersonal skills

Attention to detail

Ability to multi-task

Positive attitude

Education

University degree or relevant working experience

Bachelor's degree in finance (preferably)

Tools

Excel

Salesforce

FactSet

Word

PowerPoint

Job description

Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970.

Sterling seeks highly motivated candidates who are interested in developing a solid understanding of the inner workings of the investment management business. This position resides within the firm’s Client Service and Analytics Team and will grant you exposure to many areas of the business including business development, client service, marketing, portfolio management, operations and compliance.

Job Statement

This position is responsible for coordinating Sterling’s service delivery to the firm’s intermediary clients. Provide the client strategy teams with business development support and work with the firm’s intermediary strategists to service existing business and facilitate new business.

Essential Duties and Responsibilities

Act as the central point of contact for all incoming client onboardings at the intermediary level and any maintenance of the investment advisory agreement. These requests include the following:
Coordinating contract details with Sterling legal and the client for various contract types and asset classes
Assisting in any due diligence related to the onboarding of a new intermediary client
Processing any amendments to the investment advisory agreement to add or remove products
Spearheading ad hoc projects with internal teams
Facilitate communication with current and potential clients
Peer review teammates work in order to provide exceptional client service
Act as a main point of contact for client strategists to onboard new intermediary sponsor
Initial escalation point for day‑to‑day client requests and account maintenance

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

University degree, college diploma or relevant working experience
Strong organizational skills with keen attention to detail
Articulate with excellent interpersonal skills
Team player with a positive attitude
Solid computer skills with ability to learn and proficiently use several software packages, including Excel, Word, and PowerPoint
Desire and ability to work in a fast-paced environment and experience working under strict deadlines
Self‑motivated and ability to work independently but also with diverse individuals/groups
Must be an effective multi‑tasker

Preferred Qualifications