Lead Associate, Client Support Services (SQL exp needed)

About BetaNXT: BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Career Framework

Provides more advanced transactional support to clients while also performing tactical tasks in SQL to address requests and activities.

Responsible for the completion assigned daily tasks and projects, ensuring that they are delivered on time and meet quality standards. Troubleshoots technical issues and conducts analyses in SQL to support clients. Uses basic judgement to address client inquiries and resolve issues, escalating more complex issues to senior team members or supervisors as necessary.

Develops an understanding of the team structure and remit, including roles and responsibilities within the department, to effectively collaborate with peers and supervisors.

Operates with very little autonomy and discretion at this level of seniority, relying on guidance and instruction from supervisors for decision-making. Maintains a transactional relationship with peers in the department and immediate supervisors, collaborating effectively to achieve common goals and objectives.

Documents client interactions, issues, and resolutions accurately in the appropriate systems or databases, and generating reports using SQL queries as needed to track performance metrics and trends. Actively participating in training and development opportunities to enhance skills and knowledge related to client support, staying updated on industry trends and best practices.

These responsibilities may vary depending on the specific industry, organization, and level of experience of the client support analyst. May provide recommendations for improvement. No direct reports. May offer guidance to less experienced colleagues as necessary, with some level of people supervision. Allocates tasks and monitors the quality of work.

Recommends process improvements through analysis. Accountable for the completion of assigned deliverables with little day-to-day management. Works with more senior staff when dealing with complex clients and/or projects. Strong SQL experience is required, including writing complex queries, joining and aggregating data across multiple tables, and validating results to support client requests.

Bachelor’s degree or the equivalent combination of education and experience is required. Often a minimum of 5 to 6 years of relevant experience with the necessary competencies.