Client Service Specialist

Title:                      Client Service Specialist

Location:               New York, NY

Job Code:               #LI-SL1 #LI-03

About DWS:

DWS Group (DWS) is one of the world's leading asset managers with EUR 902bn of assets under management (as of 31 March 2022). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines.

We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our investment approach strategically.

DWS wants to innovate and shape the future of investing: with approximately 3,500 employees in offices all over the world, we are local while being one global team. We are investors – entrusted to build the best foundation for our clients’ future.

About the U.S Wealth Team

U.S. Wealth is responsible for the advancement, promotion, and growth of DWS’s Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels. 

Your Key Responsibilities:

• Develop and maintain business relationships with financial advisor professionals in the sales territory

• Maintain a high-level understanding of DWS’s wide range of investment products and global investment views

• Distribute active, passive, and alternative solutions to DWS’s most important clients

• Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence

• Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines

• Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients

Your Skills & Experience:

• Excellent communication & organizational skills

• Strong investigative skills

• Ability to work in a team environment

• Bachelor’s Degree Required

Licenses Required/Preferred:

• Series 7/63

• CIMA, CFA or other industry designations preferred

What we’ll offer you:

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.  You can expect:

• Competitive Salary and Matched 401K Savings Plan

• Generous Paid Time Away plus Bank Holidays

• Health and Life Insurance Plans for you and your family

• Work/Life Balance Programs including Adoption/Surrogacy/Infertility Assistance, Backup Care through Bright Horizons, Phase Back to Work and Support for New Mothers

• A range of flexible benefits including Retail Discounts, Commuter Discounts and Gym benefits

• The opportunity to support wide-ranging volunteer programs, + 1 day volunteering leave per year, matched personal donations to non-profit organizations dollar-for-dollar, up to $5,000

The salary range for this position in New York City is $99,000 to $208,000.  Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education and other qualifications.  Posted salary ranges do not include incentive compensation or any other type of renumeration.

How we’ll support you:

• Training and development to help you excel in your career

• Flexible working to assist you balance your personal priorities

• Coaching and support from experts in your team

DWS