Senior Client Service Analyst

  • Company:
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    2 hours ago
  • Category:
    Customer Service

Services Sydney, New South Wales, Australia Full time

The Senior Client Service Analyst plays an integral role on the Omni team and is responsible for the accuracy and completeness of client data across multiple databases. You will also be responsible for providing stellar service to all clients by interacting with them frequently via phone, email, and sometimes in person. Your main objective is to ensure that our service aligns with their needs. This role will support primarily APAC-based clients.


As an Omni Senior Client Service Analyst within our Client Services team, you will be the face and voice of eVestment to our clients. In this role, you will act as a project manager by overseeing project cycle of client’s cyclical and non-cyclical database marketing needs. This includes working cross-functionally to ensure all efforts are done in a timely and accurate way and are in-step with the client’s expectations of their database marketing strategy.



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. As importantly, we are looking for proof of your passion for client interaction by providing excellent client service and project management. 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…?” We need teamwork. This means when a colleague asks, “Can someone help me with…?” you’re quick to answer “Yes”. We need humility. This means you understand about lending a hand where necessary. We need 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).

Skills and Experience:

  • 5-7 years of experience in the investment or asset management industry within a consulting / financial advisory firm, investment manager, or banking institution
  • Strong quantitative, analytical, and problem-solving skills
  • Excellent written and verbal communication skills
  • Mandarin or Japanese written and verbal communication skills preferred, but not required
  • 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 good database skills
  • Tech savvy
  • An understanding of asset management terminology as well as eVestment product knowledge would be a plus

We are eVestment, a Nasdaq company. We make smart money smarter. We are about giving institutional investors as much big data as they need to make smart investment decisions. BlackRock, UBS, Towers-Watson, Putnam and AON Hewitt are just a few of the clients who trust our cloud-based technology platforms. Recently we’ve been named top workplace, ranking #1 in the 2015 Atlanta Journal & Constitution “Top Atlanta Workplaces” list and ranking #15 nationally in the Fortune 2015 “Best Workplaces” list. Our environment is fun, smart, and collaborative. Casual dress, catered weekly lunches, and regular teambuilding activities are part of what makes our environment awesome. We provide exceptional opportunities for development with a dedicated training budget, tuition reimbursement, and time off for training and certification preparation. We’ve also ranked consistently on the Inc. 5000 fastest growing firms list every year since 2007, and we have over 400 amazing team members around the globe.

eVestment collects and processes personal data in accordance with applicable data protection laws. If you are a European Job Applicant see the privacy notice for further details.

eVestment does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.