Client Service Analyst
The Omni Client Service Analyst plays an integral part of the Omni team and is responsible for the accuracy and completeness of client data across multiple databases.
As the Client Service Analyst within our Client Service team, you will be the face and voice of eVestment to our clients. In this role, you will act as a project manager by overseeing project cycle of new client’s projects. This entails spending the majority of your day providing a stellar service by interacting with clients - fact checking, proofreading and working collaboratively across multiple departments.
ABOUT YOU
You will have a bachelor’s degree in a field of study that has given you some exposure to the Financial Services sector or a similar background, or actual experience of working within that sector. As importantly, we are looking for proof of your passion for client interaction by providing excellent client service and project management. We would like to hear about how you’ve successfully prioritised multiple projects and managed heavy workloads while simultaneously putting the Client needs first.
We are looking for team members who are keen to learn and have a great desire for continuous growth and professional development.
This means you question the status quo and love asking, “What if…?” We need teamwork. This means when a colleague asks, “Can someone help me with…?” you’re quick to answer “Yes.” We need humility. This means you understand about lending a hand where necessary. We need integrity. This means you deliver results with little supervision and don’t hesitate to acknowledge, own, and resolve errors you’ve made (we all make them, we just have to learn from them).
Essential skills for success in this role are:
- Strong quantitative, analytical and problem-solving skills
- Excellent written and verbal communication skills
- Superb interpersonal skills and experience of building relationships - both with clients and with team members
- Exceptional organisation skills with the ability to multi-task and also possesses keen attention to detail
- Ability to demonstrate initiative and work independently; aptitude to self-direct and set priorities in a dynamic environment.
- Personal accountability and being able to manage conflicting priorities
- Highly proficient with MS Office, including advanced Excel and good database skills
- Tech savvy
- An understanding of wealth management terminology as well as eVestment product knowledge would be an asset.
Experience:
- Experience of working in or exposure to the Financial Services sector.
- Experience of working in or a good understanding of working in a client facing role.
- Exposure to the institutional investment management industry with consulting / financial advisory firm, investment manager or banking institution is also a strong plus.
ABOUT US
We are eVestment, a Nasdaq company. We make smart money smarter. We are about giving institutional investors as much big data as they need to make smart investment decisions. BlackRock, UBS, Towers-Watson, Putnam and AON Hewitt are just a few of the clients who trust our cloud-based technology platforms. We are a Top Workplace, winning the Investors in People Silver accreditation (less than 3% receive this!) in 2016 and ranking #1 in the 2015 Atlanta Journal & Constitution “Top Atlanta Workplaces” list. Our environment is fun, smart, and collaborative. Casual dress, catered weekly lunches, and regular teambuilding activities are part of what makes our environment awesome. We provide exceptional opportunities for development with a dedicated training budget, tuition reimbursement, and time off for training and certification preparation. We’ve also ranked consistently on the Inc. 5000 fastest growing firms list every year since 2007, and we have over 350 amazing team members around the globe.