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Client Service Analyst

Company: First Eagle, LLC
Location: New York
Posted on: June 11, 2024

Job Description:

What we do:

First Eagle is an independent, privately owned investment management firm headquartered in New York with approximately $138 billion in assets under management (as of March 31, 2024). Throughout a heritage that dates to 1864, the firm has sought to generate attractive real returns for our clients over the long term. This tradition remains central to our mission today, guided by a set of core investment tenets that sustains our culture while also allowing philosophical autonomy among our talented portfolio management teams. First Eagle's range of actively managed equity, fixed income, public and private credit, multi-asset and alternative strategies reflect our dedication to disciplined and unconventional thinking, a global perspective and the long-term alignment of interests.

What drives us:

At First Eagle, clients come first, always. To deliver on this commitment, we nurture an environment that attracts, develops, and retains a talented, inclusive workforce. We also aim to inspire each of our employees to do their life's best work with us and for our clients. We have built a culture that promotes equity, diversity, and respect, and holds every member of the organization to the highest standards of integrity and accountability.

Who we are looking for:

First Eagle is seeking a highly motivated Client Service Analyst who excels in executing tasks, embraces a teamwork culture, and is eager to grow in a long-term career at First Eagle Investments. This hire will support all of US Wealth Solutions distribution by completing tasks in the CSA inbox, compiling data, updating and creating customer profiles, generating comparison requests, and building relationships within the firm to maintain the top-notch service we provide clients. This candidate must have already passed their SIE exam, and will be given the opportunity to study and complete the Series 7 and 66 exams.

What you will do:

  • Study & pass the FINRA Series 7 & 66 exams (to be completed within first 90 days of hire date)
  • Procure Morningstar Report Portal comparisons, hypotheticals, and overlap reports for clients
  • Compile and analyze Salesforce data to generate various reports for territory maintenance team creation for Senior Leadership
  • Attend bi-weekly idea share sessions with Internal Advisor Consultant desk
  • Compete in quarterly presentation workshops
  • Collaborate with other departments such as National Accounts, Retirement, Data, Product, Institutional, & Specialist teams
  • Fulfill data requests using Tableau to answer client and internal team questions
  • Assist with Literature Fulfillment Requests for clients
  • Assist with ad hoc Portfolio Manager and other department requests that are sent to the CSA inbox
  • Attend WebEx/Zoom meetings & virtual lunches to record notes.
  • Update fact sheets, portfolio compositions, and marketing materials, etc. using Seismic Document
  • Attend in-office firm events, meetings, and investment forums The qualities you should have:
    • Undergraduate degree, preferably in finance, business, or economics
    • SIE (Securities Industry Essentials) exam passed prior to hire date
    • Passion for sales and knowledge financial markets and basic economic principles
    • Exemplary time management, organization and execution skills
    • Excellent interpersonal skills, and willingness to be a team player
    • Daily attitude of gratitude, humility, and respect for yourself, peers and the firm

      Base Salary: $65,000. In addition, this role is eligible for an annual incentive bonus. Compensation may vary based upon, but not limited to - the individual's skills, experience, qualifications, and internal equity.

      We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, "dress for the day" flexible work attire, and many more great benefits. For more information, please refer to our First Eagle Benefits website.

      First Eagle Investment Management, LLC (FEIM) is an Affirmative Action and Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at FEIM, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.

Keywords: First Eagle, LLC, New York , Client Service Analyst, Professions , New York, New York

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