Sr. Client Service Specialist - Canvas Custom Indexing
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 Sr. Client Service Specialist responsible for? The Sr. Client Service Specialist will be responsible for managing a team of operational onboarding specialists who are responsible for the operational set-up of new accounts, account transition analysis, and transaction request follow-up primarily for the Retail and Financial Advisor Services. This individual will also have oversight of relationship management for smaller relationships. In this capacity, the successful candidate or a member of their team will be the key contact for these relationships and a resource for ad-hoc client requests. 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 in the Retail space. Canvas is a revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators. This is an exciting opportunity to build a team and fill a key role in the organization.
Requirements
- Bachelor’s Degree
- 6+ years of relevant work experience in a similar role.
- Previous experience working in financial services and/or an asset management firm required.
- Proven team management/leadership experience.
Nice To Haves
- Experience working for a direct indexing provider in a client service or operational capacity, a plus.
Responsibilities
- Develop operational expertise and maintain ongoing best-practice documentation.
- Ability to effectively problem solve in a timely manner.
- Must maintain a strong working relationship with both internal and external clients.
- Superior work ethic.
- Comfortable working in a fast-paced environment.
- Ability to manage multiple tasks effectively.
- Excellent people manager.
- Must have the ability to be pleasantly persistent when needed.
- Self‐starter.
- Strong time management and organizational skills.
- Must be comfortable working as a player-coach.
- Intellectual curiosity.
- Strong interpersonal, as well as strong written and verbal communication skills.
- Escalation contact for issue resolution.
Benefits
- Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
