Client Services Consultant I

Summary: Provides efficient and high‑quality pre‑sales and post‑sales client service to financial institutions. Acts as the single point of contact for clients to coordinate resolution of service incidents and the escalation of technical issues.

Qualifications & Requirements: Bachelor’s degree or higher or equivalent experience1‑2 years of experience in client‑facing roles, with a preference for technology or fintech experience

Knowledge, Skills and Abilities: (KSAs) Client management and relationship‑building skills Strong analytical skills and ability to draw conclusions based on data Ability to investigate, analyze, and solve problems, including IT issues Interest in financial markets and how to trade stocks Compensation $55,000.00 minimum – $65,000.00 maximum (yearly salary). Pay ranges are open to negotiation depending on the nature of the role; additional compensation plans such as commissions and bonuses are not factored in.

Working Conditions: Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer, and may also require the ability to lift up to 10 pounds. Up to 30% travel and up to 10% driving may be required. Equal Opportunity Employer William O'Neil + Co. Incorporated is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.