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Sterling Capital Management Senior Client Service Analyst
Location:
Charlotte, NC
Description:
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for coordinating Sterling's service delivery to the firm's institutional, intermediary and banking platform clients. Provide the client strategy teams with business development support and work with the firm's banking partners to generate new business opportunities. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Act as a main point of contact for client and prospect inquiries and requests Lead the set-up of onboarding new relationships and platforms including; compiling new account documentation, communicating account details to the applicable groups within the firm, following all compliance and regulatory processes, working with investment teams to develop investment guidelines and ensuring that all steps are completed within the designated timeline Oversee the day-to-day servicing and maintenance of client accounts and platforms Act as a main point of contact for functional teams within the firm in ensuring client needs and objective are understood and met Create client portfolio reviews, specifically in the compiling of portfolio-level analytics and incorporating the data into client review materials Provide guidance to junior team members by reviewing deliverables prior to submission Maintain all necessary client records in order to meet compliance and regulatory requirements Coordinate and lead calls with prospects, consultants and banking partners aimed at introducing the firm's products Work with the Marketing Department in developing prospecting materials Analyze company financial statements and investment policies to work with the various investment teams in creating proposed portfolios Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Education: Four year bachelor's degree required, preferably in finance 3-5 years of financial work experience, preferably in investments Strong organizational skills with keen attention to detail Articulate with excellent interpersonal skills Team player with a positive attitude Solid computer skills with ability to learn and proficiently use several software packages, including Excel, Word and PowerPoint a must. Desire and ability to work in a fast-paced environment and experience working under strict deadlines. Self-motivated and ability to work independently but also with diverse individuals/groups. Must be an effective multi-tasker. Preferred Qualifications : Prefer experience with Advent APX, Salesforce and FactSet Preferred pursuit or completion of the Charter Financial Analyst designation General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9b8efbef-bbe5-4370-ad62-1eb8eea107be
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More About this Listing: Sterling Capital Management Senior Client Service Analyst
Sterling Capital Management Senior Client Service Analyst is a Other Jobs Analyst Job at Truist located in Charlotte NC. Find other listings like Sterling Capital Management Senior Client Service Analyst by searching Oodle for Other Jobs Analyst Jobs.
Sterling Capital Management Senior Client Service Analyst is a Other Jobs Analyst Job at Truist located in Charlotte NC. Find other listings like Sterling Capital Management Senior Client Service Analyst by searching Oodle for Other Jobs Analyst Jobs.