Client Service Analyst

First Eagle Investments • New York, NY

5d • $70,000 • Hybrid

About The Position

First Eagle is seeking a highly motivated Client Service Analyst who excels in executing tasks, embraces a teamwork culture, and is eager to grow in a long-term career at First Eagle Investments. This hire will support all of US Wealth Solutions by completing tasks in the CSA inbox, compiling/aggregating data, updating and creating customer profiles, generating analytics reports, and building relationships within the firm to maintain the top-notch service we provide to our clients.

Requirements

• Undergraduate degree, preferably in finance, business, or economics
• SIE (Securities Industry Essentials) exam passed prior to hire date
• Series 63 exam completed prior to hire date preferable
• Passion for sales and knowledge of financial markets and basic economic principles
• Exemplary time management, organization, and execution skills
• Excellent interpersonal skills and willingness to be a team player
• Positive attitude that includes humility and respect for others

Responsibilities

• Study and pass the FINRA Series 7 and 63 exams (to be completed within first 90 days of hire date)
• Procure Morningstar Report Portal & Y-charts comparisons, hypotheticals, and overlap reports for clients
• Compile and analyze Salesforce data to generate various reports for territory maintenance team creation for various departments
• Attend bi-weekly idea share sessions with Internal Advisor Consultant desk
• Compete in quarterly presentation workshops
• Collaborate with other departments such as the Conference, National Accounts, Retirement, Data, Product, Institutional and Specialist teams
• Fulfill data requests using SalesForce to answer client and internal team questions
• Assist with Literature Fulfillment Requests for clients
• Assist with adhoc Portfolio Manager and other department requests that are sent to the CSA inbox
• Attend WebEx/Zoom meetings and virtual lunches to record notations
• Update fact sheets, portfolio compositions, marketing materials, etc. using Seismic Document
• Attend in-office firm events, meetings, and investment forums

Benefits

• We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, “dress for the day” flexible work attire, and many more great benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level