Client Services Consultant I

Data Analysis Inc.•New York, NY

About The Position

William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY® research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.SummaryProvides efficient and high quality pre-sales and post-sales client service to financial institutions. Acts as single point of client contact to coordinate resolution of service incidents and escalation of technical issues.

Requirements

Bachelor degree or higher or equivalent experience
1-2 years of experience in client facing roles, technology or fintech preferred
Client management and relationship building skills.
Strong analytical skills and ability to draw conclusions based on data.
Ability to investigate, analyze, and solve problems, including IT issues.
Interest in financial markets and how to trade stocks.

Responsibilities

Collaborates with sales and support groups to demonstrate value of support offering to institutional clients and identifies opportunity for expanded support business.
Develops client relationship and understanding of institutional clients and product installation to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
Assists institutional clients in the use of WONDA via telephone, online, email, and on-site.
Reviews and communicates customer problems that arise from the use of the product.
Works with Programming for data/programming issues this includes, but is not limited to:
Add/modify and close daily bugs in Team system
Follow up on programming fixes with testing and verification
Communicate with client on verified fixes, and progress of fix if longstanding issue
Follow-up on all issues from client contact (start to finish)
Updates client databases to manage and track client information, notes, inquiries and all other communications.