Shareholder Services Senior Analyst

We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to daily workflow processes and fund operations.

Responsibilities

· Deliver outstanding client service by professionally handling calls, emails, and work items with accuracy and within established deadlines, including support for the Dealer Services Call Center

· Assist direct shareholders with account setup, maintenance, and transaction processing

· Process literature requests from prospective and current shareholders

· Identify appropriate funds and/or services based on inquiries from prospective and current shareholders

· Maintain effective communication and follow-through with the Fund's transfer agent

· Place outbound calls to shareholders to resolve processing issues and provide requested information

· Collaborate with internal teams — including portfolio management, sales & marketing, and legal & compliance — to deliver timely and accurate responses to client inquiries

· Serve as an escalation point for fellow team members in the absence of management, providing guidance on complex inquiries and ensuring continuity of service

Qualifications

Required

· Bachelor's degree (business-related field preferred)

· Excellent written and verbal communication skills

· Results-oriented with strong follow-through and a high level of attention to detail

· SIE, Series 6, and Series 63 licenses, with opportunity to obtain the Series 7.

Preferred

· Prior experience in financial services, sales, and/or client service roles

· Familiarity with fund operations, transfer agency processes, or shareholder services

Location: New York City; hybrid with a minimum of two days per week in office.

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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $65,000-$75,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

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