Nasdaq – Client Onboarding Specialist, Atlanta

Job Description

The Client Onboarding Specialist is a vital member of the Core Onboarding team and will partner closely with both new eVestment clients and existing clients purchasing additional solutions to empower them to derive critical competitive intelligence and uncover actionable business insights from their eVestment access.  Working directly with financial services professionals at all seniority levels – from c-suite executives to early career
analysts – the Client Onboarding Specialist serves as the client’s thought partner, problem solver, platform trainer, consultant, and go-to resource for all things eVestment throughout the critical first year of our partnership.

The ideal candidate will have strong project management skills, exceptional client-facing competencies and, most important, a deep-seated desire to be helpful.  Successful Client Onboarding Specialists have strong quantitative abilities, lead and manage complex client onboarding engagements with minimal oversight, and work closely with his/her colleagues in a highly supportive and collaborative environment.

Your role and responsibilities

As a Client Onboarding Specialist, you are the face of eVestment for new clients and, as such, will be responsible for making great first impressions and setting up our clients for long-term success with eVestment.  You will work closely with Sales and Client Success to uncover the client’s key objectives and priorities, and then design and execute a customized first-year learning plan for the client.

Client Onboarding Specialists will:

• Become an eVestment product expert with granular knowledge of our solutions and data
• Develop a detailed understanding of key eVestment use cases by client type and role, and be able to effectively communicate and demonstrate eVestment’s core value propositions
• Partner with clients to define business objectives (what is success for a client?)
• Develop and manage the client’s onboarding journey by leading group training workshops and one-on-one sessions, and by providing follow-up reference materials
• Manage client expectations to ensure they remain within the scope of their onboarding engagement, as well as managing any client issues/concerns
• Curate continuous, proactive outreach over the first year to keep clients actively engaged with eVestment
• Create deep relationships with clients, developing a reputation as a trusted partner and advisor

We expect you to have

You will have a bachelor’s degree in a field of study that has given you some exposure to the Financial Services sector or a similar background, or actual experience of working within that sector.

Equally important, we are looking for a passion for client interaction, the ability to empathize with our clients, and a commitment to providing excellent client service.  We would like to hear about how you’ve successfully prioritized multiple projects and managed heavy workloads while simultaneously putting client needs first.

We are looking for team members who are keen to learn and have a great desire for continuous growth and professional development. This means you question the status quo and love asking, “What if…?” and “Have you considered this?”

We pride ourselves on teamwork. This means when a colleague asks, “Can someone help me with…?” you’re quick to answer “Yes.”

We pride ourselves on humility. This means you aren’t afraid to ask for help.

We pride ourselves on integrity. This means you deliver results with little supervision and don’t hesitate to acknowledge, own, and resolve errors you’ve made (we all make them, we just have to learn from them).  We believe integrity is about doing the right thing even when no one is looking.

Requirements

• 2-4 years of experience in the investment or asset management industry within a consulting/financial advisory firm, investment management firm, or banking institution
• Strong quantitative, analytical, and problem-solving skills
• Excellent written and verbal communication skills
• Superb interpersonal skills and experience building relationships – both with clients and with team members; must be highly comfortable with client interaction and exhibit strong customer service skills with the highest levels of professionalism
• Exceptional organizational skills with the ability to multi-task; must also possess keen attention to detail
• Ability to demonstrate initiative and work independently; aptitude to self-direct and set priorities in a dynamic environment
• Personal accountability and ability to manage conflicting priorities
• Highly proficient with MS Office, including advanced Excel and PowerPoint skills
• Possess strong knowledge on the asset management industry/terminology, as well as eVestment solutions and how these add value to clients is a plus

Does it sound like you?

As the selection process is ongoing, please submit your application as soon as possible. We will get back to you in short order.

Come as You Are

Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.