S3
A Client Service Analyst supports Shareholder Services within an asset management organization, serving as the primary point of contact for third-party wealth management clients and sales partners. The role involves managing client relationships, supporting onboarding, resolving inquiries, and collaborating with internal teams to enhance the client experience. This position is ideal for individuals looking to deepen their expertise in client service and asset management.
Headquarters
Austin, Texas, United States
Providing simple and elegant solutions to address client needs for regulatory reporting, trade surveillance, and best execution analytics, across multiple asset classes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for S3.
S3 didn’t post a salary, so this is our estimate from similar listings.
20% below the average for this role
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