Institutional Client Success Associate

William O'Neil + Co., Inc. in New York seeks a client service professional. The role includes managing client relationships and support issues while ensuring effective communication with institutional clients. Ideal candidates will hold a Bachelor's degree and have 1-2 years of experience, preferably in technology or fintech. A strong analytical mindset and interest in financial markets are essential, along with the capacity to investigate and resolve client issues. The position offers a salary range of $55,000 to $65,000, dependent on experience.