The Client Service position in Shareholder Services is ideal for the person who seeks to deepen his or her client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, intellectually curious, enjoys a very fast paced/high energy work environment, welcoming the demands of heavy client interaction. This role involves front line communication with our Institutional clients and sales partners and is responsible for managing client service needs across sales territories, sales channels and client types. To accomplish this goal, this role interacts with many areas of the firm (including Sales, Portfolio Management, Product Management and Legal/Compliance) in a professional, knowledgeable, and diligent manner in order to add value to the client experience.
Want more jobs like this?
Get Management jobs in Chicago, IL delivered to your inbox every week.
This position requires a thorough understanding of a client service environment and may participate in business development initiatives which could require an in-depth understanding of the industry, client base, and systems.
PRIMARY RESPONSIBILITIES:
• Managing client relationships by serving as primary point of contact with clients & sales channels.
• Providing a full range of services: including answering client inquiries for fund/portfolio information and literature, acting as the point person for any client-related issues, and executing trades.
• Communicating and working closely with the sales force to provide high quality service to our clients.
• Analyzing and problem solving, both independently and with the team.
• Monitors and escalates 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 Representative's to build long term successful & scalable service models.
• Working closely with the firm's trading desks relaying the status of trading activity on all institutional client accounts.
• Provide ongoing feedback to the team regarding service quality, training, and coaching in an effort to increase the effectiveness and consistency of service and relationship management.
• Cultivate a service environment targeted towards enhancing the client experience.
QUALIFICATIONS:
• Ability to deliver superior client service to internal and external clients
• Keen attention to detail and high sense of urgency, meeting client needs in a thorough and efficient manner
• Excellent understanding of asset management products such as Money Market Funds, Mutual Funds, Collective Trusts, SMA, or Alternative Investments. Preferred understanding from the service perspective of a transfer agent.
• Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment
• Strong organizational, leadership, interpersonal and time management skills
• Expert PC skills including MS Word, MS Excel, MS Access and MS Power Point
• Bachelor's degree required
WORK EXPERIENCE:
• Preferred 1-3 years of relevant client service experience in a financial services industry environment.
• NASD Series 7 and Series 63 preferred (should be obtained within first 60 days on the job)