Client Services Consultant

Job Description

William O'Neil + Co. is seeking a Client Service Consultant to support a growing institutional sales force in our London office. The candidate will also assist and train prominent institutional clients in the use of our research platform - PANARAY??. PANARAY provides portfolio managers, analysts and traders new investment ideas and monitors the markets to sharpen their global investing edge. We strive to provide high-touch service to become an extension of our client's research and trading process.

Candidate will undertake a training program designed to develop product and client knowledge - travel to headquarters in Los Angeles required. Upon completion of training program, Consultant will be eligible for incentive compensation program.

Opportunity to learn about equity markets and travel U.K. and Europe visiting prominent institutional clients.

Responsibilities:

?? Educate clients and sales prospects on PANARAY.

?? Develop understanding of client and sales prospect investment methodology, including mastery of O'Neil methodology.

?? Combine data analysis and client feedback to provide client and sales prospects optimized workflow suggestions.

?? Communicate platform-related issues and enhancements to clients and internal teams.

?? Serve as the technology expert by assisting with any platform issues and coordinating solutions with internal resources.

?? Collaborate with sales team to identify retention risks and up-sell opportunities on existing relationships.

?? Assist sales team with onboarding prospective clients.

?? Travel U.K. and Europe for client and prospect meetings.

Qualifications:

?? Two-three years client facing experience.

?? Client management and relationship building skills.

?? Strong analytical skills and ability to draw conclusions based on data.

?? Ability to investigate, analyze, and solve problems, including IT issues.

?? Interest in financial markets and how to trade stocks.

?? German and French fluency preferred, but not required

Company Description William O'Neil + Company, Incorporated is a Registered Investment Advisor that helps the world's leading institutional investment managers increase portfolio performance by providing timely - and time-saving - global buy and sell recommendations, customized independent research, and market advice. We also produce thoughtful research covering global investing themes as well as the most compelling equities of the moment, analyzed using our O'Neil Methodology, a blended method of stock analysis that we have perfected over more than 50 years. Our premier equity research platform PANARAY provides access to our research and uses innovative visual displays of complex market information, placing us at the forefront of using technology to deliver our high-touch services. Founded in 1963, William O'Neil + Co. is headquartered in Los Angeles with offices in New York, Boston, Chicago, San Francisco, and London.

Our leadership in global equity market recommendations and data research is made possible by our team of 40 country and regional specialists and our coverage of more than 50,000 global equities. Our entire staff is dedicated to understanding equities and the global equity market, and we do it like no one else. Our scope is broad and our analysis highly detailed, with a method that goes back to our origins, assesses the present, and imagines the future - every day.

That method drives every aspect of our advisory services. And because it is a fact-based, pure method that has no ties to banking relationships, our clients immediately acquire three invaluable benefits: a flow of solid opportunities that have already been profiled, a built-in defense for stock purchases and sales, and 24-7 access to a high-touch team of investment professionals as committed to our clients as they are to our method.