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William O'Neil + Co., Inc. · 1 week ago

Client Services Consultant I

New York, NY

Full-time

Onsite

Entry Level

1+ years exp

William O’Neil + Co. Incorporated is an independent advisory firm providing equity research recommendations to top institutional fund managers. The Client Services Consultant I role focuses on delivering high-quality client service, coordinating issue resolution, and enhancing client relationships to ensure effective use of the company's research platform.

E-CommerceFinancial ServicesPayments

Responsibilities

Collaborates with sales and support groups to demonstrate value of support offering to institutional clients and identifies opportunity for expanded support business

Develops client relationship and understanding of institutional clients and product installation to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs

Assists institutional clients in the use of WONDA 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 this includes, but is not limited to:

Add/modify and close daily bugs in Team system

Follow up on programming fixes with testing and verification

Communicate with client on verified fixes, and progress of fix if longstanding issue

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

Qualification

Client managementAnalytical skillsFinancial markets knowledgeProblem solvingRelationship building

Required

Bachelor degree or higher or equivalent experience

1-2 years of experience in client facing roles, technology or fintech preferred

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

Company

William O'Neil + Co., Inc.

William O'Neil + Company, Incorporated is an independent advisory firm that helps the world's leading institutional investment managers increase portfolio performance by providing timely—and time-saving—global buy and sell recommendations, customized independent research, and market advice.

Founded in 1963

Los Angeles, California, USA

51-200 employees