William O'Neil + Co., Inc. · 2 weeks ago
Client Services Consultant II
New York, NY
Full-time
Onsite
Entry, Mid Level
$60K/yr - $80K/yr
2+ years expWilliam O'Neil + Co. Incorporated is an independent advisory firm providing equity research recommendations. The Client Services Consultant II role involves delivering high-quality client service and support, coordinating workflow integration, and implementing financial product solutions in a cross-functional team environment.
E-CommerceFinancial ServicesPayments
Responsibilities
Educate clients and sales prospects on PANARAY as the subject matter expert
Develop understanding of client and sales prospect investment methodology, including mastery of William J. O’Neil methodology
Combine data analysis and client feedback to provide client and sales prospects optimized workflow suggestions
Communicate platform-related issues and enhancements to clients and internal teams
Serve as the technology expert by assisting with platform issues and coordinating solutions with internal resources
Collaborate with sales team to identify retention risks and up-sell opportunities on existing relationships
Maintain client relationship management tools with thorough meeting and communication notes
Assist sales team with onboarding prospective clients
Travel U.S. for client and prospect meetings
Qualification
Required
Bachelor degree or higher
Two 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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gregory Jannetta
Managing Director - Head of Institutional Sales
Recent News
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