Client Services Executive

3 weeks ago

sarasota, United States Ned Davis Research Full time

Client Service Associate, Contract Role

Sarasota, Florida

Hybrid


New Graduate or students with a finance or economics background and interest in the investment/wealth sector are welcome to apply


This is a short term contract and is a great opportunity for a new graduate or student with a Finance or Economics background and who is passionate in getting experience in the industry.


About the Role

In this role, you will report to the Head of Client Success, and will be responsible for supporting NDR's client base across the U.S and U.K. Client Service associates support all client related business activities. Your job purpose is to execute processes and value-added solutions to address customer needs. You will work in partnership with Account Managers, and interact with Commercial Managers, Research, Product, and other groups in the analysis, interpretation, and resolution of client issues. We are looking for a highly motivated individual with a keen interest to learn more about economic research and financial markets.


Key Responsibilities:

  • Attend internal meetings with both our account management and commercial management teams.
  • Maintain and update client information using our CRM system Salesforce.
  • Front line support for our clients providing the successful candidate exposure to our client base.
  • Monitor account usage and inform team of spikes/ drops in platform and website usage.
  • Support newly onboarded clients through analyzing account usage.
  • Ability to attend in person presentations with our clients and key strategists.
  • Opportunity to partner with the team to learn about our company and the platforms & strategies we have to offer.


Requirements:

Education

  • Undergraduate degree, ideally in finance or economics

Experience

  • Ideally 1-2 years in dealing with institutional clients
  • Strong operations and customer service experience
  • An understanding of the different types of institutional investors and their respective research needs
  • A good understanding and interest in global macro-economics, strategy and investment

Skills and knowledge

  • Excellent spoken and written English
  • Excellent communication skills
  • Knowledge in Salesforce.com

Behavioral Competencies:

  • Customer-service orientation with a positive attitude
  • Sense of urgency and desire to work in a fast-paced environment
  • Action-oriented and collaborative and team player
  • Extraverted and engaging, asks questions to confirm understanding
  • Interest in expanding own knowledge, enthusiastic and keen to take initiative to learn new skills
  • Desire to meet high standards set by management to provide best quality service to clients and colleagues
  • Supports team decisions, willing to support colleagues on tasks not directly related to the job


Ned Davis Research is a global provider of independent investment research, solutions and tools. Founded in 1980, NDR helps clients around the world make objective investment decisions.


Our robust investment research publications, charts and 360-degree approach is proven by our 35 year track-record. With a staff of 70 dedicated professionals, NDR provides guidance on our client's most pressing investment challenges.

NDR provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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