Financial Client Services/Salesforce Specialist, Junior - Finance

Junior Client Services - Salesforce

Sarasota/Tampa, Florida - This is a hybrid role; commute to our office in Sarasota will be required ; therefore applicants in Sarasota/Tampa and areas commutable to the office will be given preference.

This is a JUNIOR role for a customer services/support professional with 1-2 years of work experience in within the Finance sector.

About Ned Davis Research (“NDR”)

NDR is one of the leading independent investment research companies globally, and is owned by Delinian Ltd, a portfolio company of Private Equity firm, Epiris. NDR’s offering includes, subscription investment research, platform tools, charting indicators, custom research and both standardized and bespoke model portfolios. Further details on NDR’s unique investment methodology and process, can be found via clicking on the following link, NDR – about us.

About the Role

You will be responsible for supporting NDRs client base across North America. Client Services associates support all client related business activities. Your job purpose is to execute processes and value-added solutions to address customer needs. You will work in partnership with Account Managers, and interact with Commercial Managers, Research, Product Specialists, and other groups in the analysis, interpretation, and resolution of client issues.

Principle Responsibilities:

• Liaise with Marketing team for local events
• Help maintain and standardised reporting and clients' usage statistics
• Ensure all agreements are on file for each client and contact records are accurate
• Enable distribution of research chart packs prior to 1:1 meetings
• Keep up to date records of NDR’s vote user lists
• Coordinate beta tests with NDR clients
• Partner with sales and finance for outstanding contracts
• Ensure clients are receiving adequate service and interaction based on firm commercial policy
• Connect with new clients/prospects to make sure they can navigate websites and access NDR products
• Report on client engagement and activity – identifying clients with low interaction and also clients who may wish to receive additional products and services
• Ensure client responses are actioned in a timely manner and the response is satisfactory
• Work with account managers to monitor the service levels for each AMERICA NDR client
• Maintain and update client information using our CRM system Salesforce
• Take part in internal projects, such as testing new features, website, etc.
• Help manage and track the distribution of NDR strategist resources across the different territories

Requirements:

Education

• Undergraduate degree, ideally in finance or economics

Experience

o Ideally 1-2 years in dealing with institutional clients

o Strong operations and customer service experience

• An understanding of the different types of institutional investors and their respective research needs
• A good understanding and interest in global macro-economics, strategy and investment

Skills and knowledge:

• Excellent spoken and written English

Training:

• Knowledge of financial markets and investment methodologies greatly increases your ability to understand client keens. To that end NDR supports staff looking to study for the CFA and CMT qualifications through a tuition reimbursement scheme.

Behavioral Competencies:

• Supports team decisions, willing to support colleagues on tasks not directly related to the job
• Action-oriented and collaborative and team player
• Customer-service orientation with a positive attitude
• Desire to meet high standards set by management to provide best quality service to clients and colleagues
• Interest in expanding own knowledge, enthusiastic and keen to take initiative to learn new skills
• Extraverted and engaging, asks questions to confirm understanding
• Sense of urgency and desire to work in a fast-paced environment

#floridajobs #clientservice #customerservicejobs

We offer a competitive compensation package which empowers our employees to thrive both professionally and personally. Our benefits package includes medical, dental and vision coverage, 401K retirement plan, flexible work arrangements, vacation time & paid holidays, tuition reimbursement & learning resources. In addition to the base salary, the total compensation for this role includes a generous commission structure administered at the sole discretion of the Company.

Delinian provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.