Demo

Senior Client Services Analyst

Nasdaq
Charlottesville, IN Full Time
POSTED ON 1/23/2025
AVAILABLE BEFORE 2/20/2025
We are seeking a Client Services Analyst to join our team, supporting clients with the Solovis investment management and analytics platform. The ideal candidate will combine technical expertise with strong client service skills to deliver exceptional support and solutions to our clients.

Key Responsibilities:

  • Manage and resolve client support tickets through Salesforce
  • Analyze client use cases and provide tailored solutions
  • Support clients with advanced Solovis modules including Liquidity and Predict
  • Collaborate with clients to optimize their use of the platform
  • Provide training and guidance on platform functionality

Required Qualifications:

  • Bachelor's degree in Finance, Business, Mathematics, or related field
  • 2 years of experience in financial services or investment management
  • Advanced Excel skills including complex formulas, pivot tables, and data analysis
  • Strong mathematical and analytical capabilities
  • Experience with CRM systems, preferably Salesforce
  • Excellent problem-solving and critical thinking skills

Preferred Qualifications:

  • Experience with asset owner investment portfolios
  • Knowledge of financial markets and investment strategies
  • Prior experience in client-facing technical support roles
  • Understanding of liquidity analysis and predictive analytics
  • Professional certifications (CAIA, CIPM, or similar)

Skills & Attributes:

  • Strong attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Ability to explain complex concepts in simple terms
  • Strong organizational and time management skills
  • Customer-service oriented mindset
  • Ability to work both independently and as part of a team
  • Education Required: B.S. in Finance, Economics, Information Systems, a related discipline, or equivalent work experience
  • Experience Required: At least 3 years

This position offers the opportunity for a hybrid work environment (2 days a week in office), providing flexibility and accessibility for qualified candidates.

Come as You Are

Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.

What We Offer

We’re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq’s overall success.

In addition to base salary, Nasdaq offers significant other compensation (annual bonus/commissions and equity), benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.

Nasdaq’s programs and rewards are intended to allow our employees to:

  • Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off
  • Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
  • Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
  • Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
  • Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities

For more information, visit Nasdaq Benefits & Rewards Career page.

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