Title: Client Services Consultant I

About Us

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.

Summary

Provides 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.

Duties and 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.

Qualifications & Requirements

Bachelor degree or higher or equivalent experience
1-2 years of experience in client facing roles, technology or fintech preferred

Knowledge, Skills and Abilities (KSAs)

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.

Working Conditions

Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds. % of Travel Required: Up to 30%. % of Driving Required: Up to 10%

Equal Opportunity Employer

William O'Neil + Co. Incorporated is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.