Client Service Associate Position Available In Sarasota, Florida

Client Service Associate
Sarasota, FL, USA Req #438
16 May 2025
Ned Davis Research is a global provider of independent investment research, solutions and tools. Founded in 1980, NDR helps clients around the world make objective investment decisions. Our robust investment research publications, charts and 360-degree approach is proven by our 35 year track-record. With a staff of 70 dedicated professionals, NDR provides guidance on our client’s most pressing investment challenges.

Role Type:

Client Services

Grading:

Associate

Territorial Coverage:

North America, assigned geographies

Business Line:

Ned Davis Research

Role Location:

Sarasota, Florida or New York
About Ned Davis Research (“NDR”)
NDR is one of the leading independent investment research companies globally, and is owned by Delinian Ltd, a portfolio company of Private Equity firm, Epiris. NDR’s offering includes, subscription investment research, platform tools, charting indicators, custom research and both standardized and bespoke model portfolios. Further details on NDR’s unique investment methodology and process, can be found via ing on the following link, NDR – about us.
About the Role
You will be responsible for supporting NDRs client base across North America. Client Services associates support all client related business activities. Your job purpose isto execute processes and value-added solutions to address customer needs. You will work in partnership with Account Managers, and interact with Commercial Managers, Research, Product Specialists, and other groups in the analysis, interpretation, and resolution of client issues.

Principle Responsibilities:

Ensure client responses are actioned in a timely manner and the response is satisfactory
Maintain and update client information using our CRM system Salesforce
Connect with new clients/prospects to make sure they can navigate websites and access NDR products
Help manage and track the distribution of NDR strategist resources across the different territories
Work with account managers to monitor the service levels for each

AMERICA NDR

client
Ensure clients are receiving adequate service and interaction based on firm commercial policy
Enable distribution of research chart packs prior to 1:1 meetings
Report on client engagement and activity – identifying clients with low interaction and also clients who may wish to receive additional products and services
Liaise with Marketing team for local events
Ensure all agreements are on file for each client and contact records are accurate
Help maintain and standardised reporting and clients’ usage statistics
Partner with sales and finance for outstanding contracts
Keep up to date records of NDR’s vote user lists
Take part in internal projects, such as testing new features, website, etc.
Coordinate beta tests with NDR clients

Requirements:

Education
Undergraduate degree, ideally in finance or economics
Experience
Ideally 1-2 years in dealing with corporate clients in a business to business setting, preferably in the finance sector
Strong operations and customer service experience
An understanding of the different types of professional investors and their respective research needs
A good understanding and interest in global macro-economics, strategy and investment
Skills and knowledge:
Excellent spoken and written English

Training:

Knowledge of financial markets and investment methodologies greatly increases your ability to understand client keens. To that end NDR supports staff looking to study for the CFA and CMT qualifications through a tuition reimbursement scheme.

Behavioral Competencies:

Customer-service orientation with a positive attitude
Sense of urgency and desire to work in a fast-paced environment
Action-oriented and collaborative and team player
Extraverted and engaging, asks questions to confirm understanding
Interest in expanding own knowledge, enthusiastic and keen to take initiative to learn new skills
Desire to meet high standards set by management to provide best quality service to clients and colleagues
Supports team decisions, willing to support colleagues on tasks not directly related to the job
We offer a competitive compensation package which empowers our employees to thrive both professionally and personally. Our benefits package includes medical, dental and vision coverage, 401K retirement plan, flexible work arrangements, vacation time & paid holidays, tuition reimbursement & learning resources. In addition to the base salary, the total compensation for this role includes a generous commission structure administered at the sole discretion of the Company.
Delinian provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We offer a competitive compensation package which empowers our employees to thrive both professionally and personally. Our benefits package includes medical, dental and vision coverage, employer matching retirement plan, flexible work arrangements, vacation time & paid holidays, tuition reimbursement & learning resources. NDR provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.