Guggenheiminvestment

Guggenheiminvestment

Client Service Specialist

New York, NY

Sponsorship not specified$110k-$125kDetected 32 days ago
SalesforceCRMAccountingExcelProcess ImprovementCommunicationPublic SpeakingOrganizational SkillsMicrosoft Office

About the role

  • The position requires a proactive approach to learning, a meticulous attention to detail, strong communication skills to foster lasting client relationships, and the ability to recommend solutions or escalate matters as needed.
  • Success in this fast-paced environment depends on effective prioritization and management of multiple client's needs and deadlines.
  • This position is in our New York City office.

Responsibilities

  • Take instruction and direction from the Senior Client Service Executive and keep Client Service Support up to speed on all client issues
  • Support client meetings, quarterly business reviews, and strategic planning sessions through preparation and follow-up
  • Develop understanding of client objectives, preferences, and service expectations
  • Support internal onboarding execution in partnership with Client Service Support

Requirements

  • Bachelor's degree in Business, Finance, or related field
  • 3-6 years of experience in client service, operations, or relationship support within financial services
  • Working knowledge of Fixed Income products
  • Ensure timely communication of all required operational information for client accounts

Nice to have

  • FINRA Series 7 or 63 (or willingness to obtain)
  • Familiarity with alternative investments or structured products

Compensation

  • Annual base salary between
  • $110,000.00-$125,000.00
  • The base salary range represents the low and high end of the anticipated base salary range for this position.
  • The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
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This listing is sourced directly from Guggenheiminvestment's careers page and normalized into a canonical job model.