Client Service Specialist - Canvas Custom Indexing

O'Shaughnessy Asset Management•Stamford, CT

13d•$95,000 - $112,000•Hybrid

About The Position

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. For more firm information, please visit www.osam.com What is the Client Service Specialist responsible for? The Client Service Specialist will be responsible for assisting with the operational set-up of new accounts and transaction request follow-up for both the Financial Advisor Services and Institutional businesses. This individual will also assist with the onboarding of new clients. The successful candidate will be considered a key problem-solving partner for our clients and our sales team. The need for this hire is driven by the growth with our Canvas offering. Canvas is a revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators.

Requirements

Superior work ethic
Comfortable working in a fast-paced environment
Must have the ability to be pleasantly persistent when needed
Self‐starter
Strong time management and organizational skills
Team player
Intellectual curiosity
Strong interpersonal, as well as strong written and verbal communication skills
Bachelor’s Degree
3-5 years of relevant work experience in a similar role.
Previous experience working in financial services and/or an asset management firm required.

Responsibilities

Assisting with the operational set-up of new accounts
Transaction request follow-up for both the Financial Advisor Services and Institutional businesses
Assisting with the onboarding of new clients
Problem solve in a timely manner
Maintain a strong working relationship with both internal and external clients
Manage multiple tasks effectively