Title: Client Services Consultant II

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 portfolio managers, tradersand analysts. Acts as single point of client contact to coordinate workflow integration, resolution of service incidents and escalation of technical issues. Effectively delivers implementations of financial product solutions sold to clients in a cross functional team environment.

Duties and Responsibilities

Educate clients and sales prospects on PANARAY as the subject matter expert
Develop understanding of client and sales prospect investment methodology, including mastery of William J. O’Neil methodology
Combine data analysis and client feedback to provide client and sales prospects optimized workflow suggestions
Communicate platform-related issues and enhancements to clients and internal teams
Serve as the technology expert by assisting with platform issues and coordinating solutions with internal resources
Collaborate with sales team to identify retention risks and up-sell opportunities on existing relationships
Maintain client relationship management tools with thorough meeting and communication notes
Assist sales team with onboarding prospective clients
Travel U.S. for client and prospect meetings

Qualifications & Requirements

Bachelor degree or higher
Two years of experience in client facing roles, technology or fintech preferred
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

Compensation

$60,000.00 minimum - $80,000.00 maximum (yearly salary)

Pay ranges are open to negotiation depending on the nature of the role and additional compensation plans such as commissions and bonuses are not factored in.

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.