Client Service Analyst

Title: Client Service Analyst Location: Chicago, IL Duration: 3 Months Position Overview The Client Service Analyst within Shareholder Services will support client service and relationship management activities for Third-Party Wealth clients and sales partners, with a specific focus on Separately Managed Accounts (SMAs) . This role serves as a frontline point of contact for clients and sales channels and requires strong knowledge of the asset management industry, excellent attention to detail, and the ability to manage high-volume client interactions. The analyst will collaborate closely with Sales, Portfolio Management, Product Management, Legal, Compliance, and other internal teams to deliver a high-quality client experience. The role may also support business development and process improvement initiatives related to SMAs, requiring an understanding of the industry, client base, and relevant systems. Key Responsibilities Serve as the primary point of contact for clients and sales channels, managing ongoing client relationships. Support client onboarding and lifecycle events. Respond to client inquiries related to fund and portfolio information, literature, and account-related needs. Act as the point person for client-related issues, ensuring timely resolution and follow-up. Partner closely with Sales teams to provide high-quality service to clients. Analyze and resolve client issues independently and collaboratively with internal teams. Monitor service issues and elevate as appropriate to ensure timely and accurate responses. Support special projects focused on asset development, asset retention, automation, and process improvements. Partner with management and other service representatives to develop scalable and effective service models. Work closely with trading desks to communicate the status of trading activity across client accounts. Identify opportunities to enhance the overall client experience and service delivery. Required Qualifications Bachelor's degree required. 1-3 years of relevant client service experience, preferably within the financial services industry. Experience with Separately Managed Accounts (SMAs) and servicing Financial Advisors strongly preferred. Strong client service and relationship management skills. Excellent critical thinking, analytical, and problem-solving abilities. Strong leadership, organization, and time management skills. High attention to detail and ability to work with a strong sense of urgency. Highly self-motivated with strong intellectual curiosity. Excellent written and verbal communication skills. Ability to collaborate effectively in a fast-paced environment. Strong ability to manage multiple priorities and client requests. Proficiency with MS Word, Excel, Access, and PowerPoint . FINRA Series 7 and Series 63 licenses required. Candidates who are not currently licensed must obtain the licenses within the first 60 days of employment. Helping all candidates find great careers is our goal. The information you provide here is secure and confidential. #J-18808-Ljbffr