William O'Neil + Company is committed to customer service excellence. From identifying the proper mix of offerings to fit your investment strategy to on-site training and general account management, our professional staff is knowledgeable, and eager to help.
In every aspect of our relationship, you’ll find professional dedicated support to respond to your needs, ensuring that your questions and concerns are addressed quickly and accurately.
Our team of professionals is prepared to support our clients:
Account Manager—your primary contact to the suite of William O’Neil + Company's offerings. They are knowledgeable in analysis of historical precedence and in the details of our services. They will assist you in finding the best service to accomplish your investment goals and keep you apprised of applications or additional services that may be valuable to your business. Their mission is to help you enhance your performance. Your Account Manager the key member of your William O’Neil + Company team.
Institutional Client Services Consultants—provide on-site training and customization of our electronic services to ensure that you’re getting the greatest value, benefit, and time savings possible. They are well trained in creating sophisticated screens, Microsoft® Excel® spreadsheet software templates, and macros to automate the import and reporting essential to your decision making analysis of your portfolios. Our consultants are available to our clients 24 hours a day /7 days a week for any functional, data, or technical questions, a critical component to our customer service commitment to excellence.
Account Coordinators—dedicated individuals assigned to your account are prepared to review any issues related to budget, invoicing, and trading account information to keep you fully informed on your account status. Account Coordinators will also make any requested changes to print deliveries and are happy to assist you with any other account documentation related items.
At William O’Neil + Company, we pride ourselves on providing our clients with outstanding quality, customer service, and a commitment to excellence. Our dedicated professionals are guided by the mission to significantly enhance your portfolio investment performance.