Client Service Associate

24 hours ago


SaintBauzilledePutois, Occitanie, United States Delinian Limited Full time
About the Role

Ned Davis Research is a global provider of independent investment research, solutions, and tools. As a Client Service Associate, you will play a crucial role in supporting our client base across the U.S. and U.K. Your primary responsibility will be to execute processes and value-added solutions to address customer needs.

Key Responsibilities:
  • Attend internal meetings with account management and commercial management teams to ensure seamless client support.
  • Maintain and update client information using our CRM system, Salesforce.
  • Provide front-line support for clients, offering exposure to our client base and opportunities for growth.
  • Monitor account usage and inform the team of spikes or drops in platform and website usage.
  • Support newly onboarded clients through analyzing account usage and providing tailored solutions.
  • Attend in-person presentations with clients and key strategists to build relationships and drive business growth.
Requirements:
  • Undergraduate degree in finance or economics.
  • 1-2 years of experience in dealing with institutional clients.
  • Strong operations and customer service experience.
  • Understanding of different types of institutional investors and their research needs.
  • Good understanding and interest in global macro-economics, strategy, and investment.
What We Offer:

Ned Davis Research provides equal employment opportunities to all employees and applicants for employment, prohibiting discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression.



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