Client Service Analyst

Client Service Analyst 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 by completing tasks in the CSA inbox, compiling/aggregating data, updating and creating customer profiles, generating analytics reports, and building relationships within the firm to maintain the top-notch service we provide to our clients. Study and pass the FINRA Series 7 and 63 exams (to be completed within first 90 days of hire date) Procure Morningstar Report Portal & Y-charts comparisons, hypotheticals, and overlap reports for clients Compile and analyze Salesforce data to generate various reports for territory maintenance team creation for various departments Attend bi-weekly idea share sessions with Internal Advisor Consultant desk Compete in quarterly presentation workshops Collaborate with other departments such as the Conference, National Accounts, Retirement, Data, Product, Institutional and Specialist teams Fulfill data requests using SalesForce to answer client and internal team questions Assist with Literature Fulfillment Requests for clients Assist with adhoc Portfolio Manager and other department requests that are sent to the CSA inbox Attend WebEx/Zoom meetings and virtual lunches to record notations Update fact sheets, portfolio compositions, 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 Series 63 exam completed prior to hire date preferable Passion for sales and knowledge of financial markets and basic economic principles Exemplary time management, organization, and execution skills Excellent interpersonal skills and willingness to be a team player Positive attitude that includes humility and respect for others Base Salary: $70,000. 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. First Eagle Investments and their affiliates and subsidiaries, including First Eagle Alternative Credit and Napier Park Global Capital, is an Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, 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.

Created: 2026-03-10