What are the responsibilities and job description for the Client Service Associate - Finance/Economics position at Ned Davis Research?
Client Services Associate
Sarasota, FL
Hybrid
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 isto 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 :
Behavioral Competencies :
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.
NDR 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.
