Client Relations Analyst

O'Shaughnessy Asset Management (OSAM)

**
Client service or operations experience
Financial services or asset management background
Strong organizational and time management skills
** O'Shaughnessy Asset Management (OSAM) is seeking a Client Relations Analyst to support the operational maintenance of separately managed accounts, focusing on client service and issue resolution. The ideal candidate should have at least two years of experience in client service or operations within the financial services sector, paired with strong organizational and communication skills. **

Job Summary

  • The role involves supporting the operational maintenance of separately managed accounts and reconciling account data in a fast-paced environment.
  • Candidates will partner with client service and sales teams to resolve issues while applying operational expertise to support Financial Advisor Services.
  • Franklin Templeton offers a welcoming culture shaped by diverse perspectives and provides tools for professional and personal well-being.

Matching Summary

Match Score: 75

** O'Shaughnessy Asset Management (OSAM) is seeking a Client Relations Analyst to support the operational maintenance of separately managed accounts, focusing on client service and issue resolution. The ideal candidate should have at least two years of experience in client service or operations within the financial services sector, paired with strong organizational and communication skills. **

Skills & Requirements

Must-have

  • Client service or operations experience
  • Financial services or asset management background
  • Strong organizational and time management skills

Nice-to-have

  • Exposure to direct indexing platforms
  • Clear written and verbal communication skills
  • Self-starter mindset with intellectual curiosity

Key Requirements

  • Bachelor's degree required
  • At least two years of experience in client service or operations
  • Experience in financial services or asset management

Work Rights

Not specified

Tailored Resume

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