Client Success Analyst

Posted 20 Days Ago
New York, NY, USA
In-Office
60K-80K Annually
Junior
eCommerce • Retail • Sales
The Role
Provides execution and administrative support for art-backed lending transactions, including loan setup, closing, funding, collateral diligence, portfolio servicing, documentation, inspections, and reporting. Coordinates internal and external stakeholders, tracks outstanding requirements, maintains transaction records, supports credit and client reviews, and improves team processes. The role requires strong organization, analytical and financial skills, attention to detail, communication, and proficiency with Excel and PowerPoint.
Summary Generated by Built In

ABOUT SOTHEBY'S

Established in 1744, Sotheby’s promotes access and ownership of exceptional art and luxury objects through auctions, private sales and retail. Our deep expertise across 70 selling categories is supported by a leading technology platform and a global network of specialists spanning 40 countries. Selling categories include Contemporary Art, Modern and Impressionist Art, Old Masters, Chinese Works of Art, Jewelry, Watches, Wine and Spirits and Design, as well as collectible cars and real estate through RM Sotheby’s and Concierge. Sotheby’s Financial Services is a leading art lender and provides capital solutions for collectors around the world, having originated more than $12 billion in loans since its inception. Sotheby’s new global headquarters is now open at the iconic Breuer building at 945 Madison Avenue in New York City.

THE ROLE

As an Analyst within the Client Success team, you will provide day-to-day execution and administrative support to the Head of Client Success and Associates across new deal activity, closing and funding, collateral diligence, and portfolio servicing.

This is a highly execution-focused role within a fast-paced lending environment, with an emphasis on keeping transactions and servicing activities organized and moving forward. The Analyst will coordinate documentation and follow-ups, maintain internal systems and checklists, support diligence and closing processes, and help ensure outstanding requirements are identified and completed on a timely basis.

The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities and deadlines. The Analyst will work closely with Associates, senior members of the Client Success team, Credit, Legal, Operations, and other internal and external stakeholders throughout the loan lifecycle.

RESPONSIBILITIES

Transaction Execution & Diligence

  • Support the setup, execution, closing, and funding of new loans, amendments, and renewals.
  • Prepare and maintain transaction materials, collateral schedules, trackers, and checklists.
  • Support borrower and collateral diligence, including review of ownership, provenance, and other diligence materials.
  • Coordinate compliance approvals and follow up on outstanding closing and post-closing requirements.
  • Maintain complete, accurate, and organized transaction files.

Collateral & Portfolio Management

  • Maintain accurate records of collateral location, possession, customs status, and condition.
  • Coordinate collateral inspections, shipments, viewings, and other logistics.
  • Support ongoing portfolio servicing, including invoices, revaluations, insurance, inspections, and related documentation.
  • Assist with vehicle inventory, title paperwork, consignment tracking, and other collateral reporting.
  • Ensure servicing requirements and documentation are completed and up to date.

Team Support

  • Proactively track outstanding items and coordinate with internal and external stakeholders to keep transactions and servicing activities on schedule.
  • Identify missing documentation, inconsistencies, and potential delays and escalate as appropriate.
  • Provide analytical, administrative, and execution support to Associates and the Head of Client Success.
  • Assist with Credit Committee, client, and portfolio review preparation.

Process & Development

  • Contribute to improving team templates, checklists, trackers, and processes.
  • Over time, assume greater responsibility for provenance research, collateral diligence, and collateral logistics.

IDEAL EXPERIENCE & COMPETENCIES

  • Bachelor’s degree.
  • 1–3 years of professional experience, preferably in financial services, lending, credit, underwriting, investment banking, private banking, wealth management, or a similarly analytical, execution-focused environment.
  • Experience in the art market, automotive industry, auction house, gallery, museum, art advisory, or related business is a plus.
  • Highly organized, detail-oriented, and reliable, with strong follow-through and the ability to manage multiple priorities and deadlines.
  • Strong analytical and financial skills, with comfort working with financial information, transaction data, and basic credit metrics.
  • Proactive and resourceful, with sound judgment around resolving issues independently and escalating when appropriate.
  • Strong written and verbal communication skills.
  • Collaborative and adaptable, with the ability to support multiple team members in a small, fast-paced, entrepreneurial environment.
  • Proficiency in Microsoft Excel and PowerPoint; Salesforce or other CRM experience is a plus.
  • Fluency in a second language is advantageous.

The proposed base salary for this position ranges from $60,000-$80,000. In addition to base salary successful candidates are eligible to receive a discretionary bonus, as well as a competitive benefits package. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. 

To view our Candidate Privacy Notice for the US, please click here.

To view our Candidate Privacy Notice for the UK, Hong Kong, France and Switzerland, please click here.

The Company is an equal opportunity employer and considers all applicants for employment without regard to race (including, without limitation, traits historically associated with race, such as natural hair, hair texture, and protective and treated or untreated hairstyles), color, creed, religion, sex, sexual orientation, marital or civil partnership/union status, national origin, age, disability, pregnancy, genetic predisposition, genetic information, reproductive health decision, sexual orientation, gender identity or expression, alienage or citizenship status, domestic violence victim status, military or veteran status, or any other characteristic protected by federal, state/province or local law. The Company complies with applicable state and local laws prohibiting discrimination in employment in every jurisdiction in which it operates.

Skills Required

  • Bachelor's degree
  • 1-3 years of professional experience
  • Experience in financial services, lending, credit, underwriting, investment banking, private banking, wealth management, or a similarly analytical execution-focused environment
  • Experience in the art market, automotive industry, auction house, gallery, museum, art advisory, or related business
  • Strong organizational skills, attention to detail, reliability, follow-through, and ability to manage multiple priorities and deadlines
  • Strong analytical and financial skills, including comfort with financial information, transaction data, and basic credit metrics
  • Proactive and resourceful approach with sound judgment for resolving and escalating issues
  • Strong written and verbal communication skills
  • Collaborative and adaptable approach in a fast-paced environment
  • Proficiency in Microsoft Excel and PowerPoint
  • Salesforce or other CRM experience
  • Fluency in a second language

Sotheby's Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Sotheby's and has not been reviewed or approved by Sotheby's.

  • Healthcare Strength — Healthcare coverage is described as broad, spanning medical, dental, vision, prescription coverage, and company-paid life insurance. Mental health benefits and disability coverage are also included as part of the package.
  • Retirement Support — Retirement support includes a 401(k) plan with company matching. Additional financial supports such as flexible spending accounts and an employee stock purchase plan are also referenced.
  • Leave & Time Off Breadth — Time-off policies are characterized as generous, including paid time off, paid holidays, and sick days. Paid parental leave and family-related supports are also included in the overall offering.

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The Company
HQ: New York, NY
2,801 Employees
Year Founded: 1744

What We Do

Established in 1744, Sotheby’s is the world’s premier destination for art and luxury. Sotheby’s promotes access, connoisseurship and preservation of fine art and rare objects through auctions and buy-now channels including private sales, e-commerce and retail. Our trusted global marketplace is supported by an industry-leading technology platform and a network of specialists spanning 40 countries and 50 categories, which include Contemporary Art, Modern and Impressionist Art, Old Masters, Chinese Works of Art, Jewelry, Watches, Wine and Spirits, and Interiors, among many others.

Gallery

Gallery

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