Finsight Group

Client Service Operations Analyst

Posted 7 Months Ago

New York, NY, USA

In-Office

65K-67K Annually

Junior

Fintech

The Role

The Client Service Operations Analyst ensures service excellence through client support, facilitates communication among stakeholders, and manages operational procedures.

Summary Generated by Built In

HOW TO APPLY:

Click the "Apply" button above or follow this link to review and respond to our questionnaire:

https://finsight-group.notion.site/17b0fc8b26fe818c8a29cf8defd2729a?pvs=105

ABOUT FINSIGHT

FINSIGHT (www.finsight.com) creates high-reliability financial technology that provides unparalleled visibility and actionable insights into capital markets. Our applications streamline workflows that facilitate hundreds of billions of dollars worth of capital markets activity annually for all the major investment banks and many of the world's largest global corporations. We are headquartered in New York City with offices in London, Singapore, Kyiv, Hong Kong, Miami and Manila.

We are a friendly, close-knit team of motivated and open-minded individuals committed to personal development, solving real problems and delivering excellent products and services to our clients.

ROLE OVERVIEW

We are expanding our presence at our headquarters in New York, and we are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (operations, finance, development and sales).

Responsibilities will include:

Providing best-in-class phone, email and live chat service and support to our clients in a fast-paced environment
Facilitating communication among internal and external stakeholders
Recording and editing corporate media presentations using audio and video editing software (Audacity and Adobe Premiere)
Coordinating business conference calls and live web events
Industry research, data entry and data verification
Client onboarding and product training
Application testing and quality assurance to identify and report any issues or bugs
Preparing and maintaining operational procedures to facilitate service and support
Soliciting and internally communicating client feedback

What you will learn / reinforce in this role:

How to deliver exceptional on a consistent basis, both internally across several business segments, and externally to clients within the global financial industry
Strong time management practices
Clear and concise written and verbal communication
The ins-and-outs of running a software services company
How to use the leading audio and video editing software (Audacity and Adobe Premiere)
Basics of capital markets (ie “Wall Street”)

REQUIREMENTS

Hard Skills

1–2 years of experience in a client-facing or professional services role (preferred)
Adept with computers and related technologies, including software applications, internal systems, and productivity suites (e.g., Microsoft Office and Google Workspace)
Proficiency in locating, analyzing and verifying information using advanced online research techniques (i.e., knowing how to find things online beyond simply “Googling it”)
Exceptional interpersonal and customer service skills, consistently exceeding expectations through active listening, understanding client needs and delivering thoughtful, timely responses

Soft Skills

Demonstrated critical thinking and problem-solving abilities: Skilled at analyzing complex, nuanced client inquiries and drawing informed conclusions to develop tailored, client-centric solutions
Attention to detail with strong project management skills: Capable of managing multiple priorities simultaneously, balancing deliverables and deadlines without compromising quality
Proactive and solutions-oriented: A self-starter who thrives in high-touch client environments, confidently navigating impromptu challenges and offering thoughtful resolutions with minimal oversight
Strong time management and execution skills: Demonstrates the ability to stay organized, meet deadlines, and follow through consistently in a dynamic, fast-paced setting
Clear and effective communicator: Communicates with clarity and confidence, both in writing and verbally, ensuring alignment both internally and externally
Positive attitude and coach-ability: Embraces feedback, is eager to learn, and approaches collaboration with an open mindset
Highly reliable and trustworthy: Maintains professionalism, discretion, and consistency, earning the trust of clients and colleagues alike.

SHIFT AVAILABILITY