Client Services Consultant II
Data Analysis IncNew York, New York, United States
Posted January 8, 2026
60000 - 80000 USD
Full Time
About the Company
William O’Neil + Co. Incorporated is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers.
Job Description
Provides efficient and high quality pre-sales and post-sales client service to portfolio managers, traders and analysts, and serves as single point of client contact to coordinate workflow integration, resolution of service incidents and escalation of technical issues.
Requirements
- Bachelor degree or higher
- Two years of experience in client facing roles, technology or fintech preferred
- 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
Benefits
- $60,000.00 minimum - $80,000.00 maximum (yearly salary)
- Pay ranges are open to negotiation depending on the nature of the role and additional compensation plans such as commissions and bonuses are not factored in.
