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Posted : Tuesday, July 02, 2024 09:17 AM
*Junior Client Services, Salesforce Specialist - Finance*
*Location: Sarasota, Tampa and near by areas in Florida*
*Candidates located in the Sarasota/Tampa area and nearby areas commutable to the Sarasota office will be given preference.
* *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:* · Ensure client responses are actioned in a timely manner and the response is satisfactory · Maintain and update client information using our CRM system Salesforce · Connect with new clients/prospects to make sure they can navigate websites and access NDR products · Help manage and track the distribution of NDR strategist resources across the different territories · Work with account managers to monitor the service levels for each AMERICA NDR client · Ensure clients are receiving adequate service and interaction based on firm commercial policy · Enable distribution of research chart packs prior to 1:1 meetings · Report on client engagement and activity – identifying clients with low interaction and also clients who may wish to receive additional products and services · Liaise with Marketing team for local events · Ensure all agreements are on file for each client and contact records are accurate · Help maintain and standardised reporting and clients' usage statistics · Partner with sales and finance for outstanding contracts · Keep up to date records of NDR’s vote user lists · Take part in internal projects, such as testing new features, website, etc.
· Coordinate beta tests with NDR clients *Requirements:* *Education* o 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 o An understanding of the different types of institutional investors and their respective research needs o A good understanding and interest in global macro-economics, strategy and investment *Skills and knowledge:* o Excellent spoken and written English *Training:* o 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:* · Customer-service orientation with a positive attitude · Sense of urgency and desire to work in a fast-paced environment · Action-oriented and collaborative and team player · Extraverted and engaging, asks questions to confirm understanding · Interest in expanding own knowledge, enthusiastic and keen to take initiative to learn new skills · Desire to meet high standards set by management to provide best quality service to clients and colleagues · Supports team decisions, willing to support colleagues on tasks not directly related to the job 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.
_ Job Type: Full-time Benefits: * 401(k) * Dental insurance * Health insurance * Paid time off * Vision insurance Schedule: * Day shift Ability to commute/relocate: * Sarasota, FL: Reliably commute or planning to relocate before starting work (Required) Application Question(s): * Will you now or in the future require visa sponsorship to work? * Do you have at least 1 year of customer support experience in the Financial industry? * Will you now or in the future require visa sponsorship or work permit support for your employer? * What are your annual base salary expectations? (base without bonus or commission) Experience: * Customer service: 1 year (Required) Work Location: In person
* *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:* · Ensure client responses are actioned in a timely manner and the response is satisfactory · Maintain and update client information using our CRM system Salesforce · Connect with new clients/prospects to make sure they can navigate websites and access NDR products · Help manage and track the distribution of NDR strategist resources across the different territories · Work with account managers to monitor the service levels for each AMERICA NDR client · Ensure clients are receiving adequate service and interaction based on firm commercial policy · Enable distribution of research chart packs prior to 1:1 meetings · Report on client engagement and activity – identifying clients with low interaction and also clients who may wish to receive additional products and services · Liaise with Marketing team for local events · Ensure all agreements are on file for each client and contact records are accurate · Help maintain and standardised reporting and clients' usage statistics · Partner with sales and finance for outstanding contracts · Keep up to date records of NDR’s vote user lists · Take part in internal projects, such as testing new features, website, etc.
· Coordinate beta tests with NDR clients *Requirements:* *Education* o 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 o An understanding of the different types of institutional investors and their respective research needs o A good understanding and interest in global macro-economics, strategy and investment *Skills and knowledge:* o Excellent spoken and written English *Training:* o 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:* · Customer-service orientation with a positive attitude · Sense of urgency and desire to work in a fast-paced environment · Action-oriented and collaborative and team player · Extraverted and engaging, asks questions to confirm understanding · Interest in expanding own knowledge, enthusiastic and keen to take initiative to learn new skills · Desire to meet high standards set by management to provide best quality service to clients and colleagues · Supports team decisions, willing to support colleagues on tasks not directly related to the job 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.
_ Job Type: Full-time Benefits: * 401(k) * Dental insurance * Health insurance * Paid time off * Vision insurance Schedule: * Day shift Ability to commute/relocate: * Sarasota, FL: Reliably commute or planning to relocate before starting work (Required) Application Question(s): * Will you now or in the future require visa sponsorship to work? * Do you have at least 1 year of customer support experience in the Financial industry? * Will you now or in the future require visa sponsorship or work permit support for your employer? * What are your annual base salary expectations? (base without bonus or commission) Experience: * Customer service: 1 year (Required) Work Location: In person
• Phone : NA
• Location : Sarasota, FL
• Post ID: 9004989945
