Intermediary Client Service & Analytics Analyst

Sterling Capital Management LLC; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

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

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.