Finastra · 1 day ago
Client Services Specialist
Atlanta, GA
Full-time
Hybrid
Entry, Mid LevelFinastra is a dynamic global provider of open finance software solutions, committed to expanding access to financial services. The Client Services Specialist role is pivotal in delivering exceptional customer experiences, focusing on technical troubleshooting and ensuring client needs are met effectively.
Financial ServicesFinTechInformation Technology
Responsibilities
Provide excellent customer service by responding to various requests, issues, and inquiries from clients, ensuring effective and efficient product use
Demonstrate strong analytical skills by understanding and replicating reported issues in both client and Finastra environments, performing in-depth investigations and root cause analysis
Go beyond quick fixes—educate clients on root causes and best practices, empowering them to self-solve in the future
Analyze patterns and trends to proactively identify potential problems and prevent future issues
Manage multiple responsibilities and priorities in a fast-paced environment, adapting quickly to changing situations and customer demands
Ensure timely and clear communication with clients, updating them on progress and status, tracking issues sent to other departments, and participating in client meetings
Validate fixed defects by thoroughly testing described scenarios and confirming resolution
Escalate issues with the Team Leader and/or Manager when needed, providing relevant information and analysis
Document all interactions, troubleshooting, testing, and research in detail within the case ticketing system, visible to clients
Create knowledge base articles and technical documents to drive self-service solutions for clients via the client portal
Provide feedback and suggestions for product improvement and enhancement, based on customer issues, and acquired product knowledge
Collaborate and communicate effectively with team members and internal stakeholders, sharing knowledge, best practices, and supporting organizational goals
Develop and deliver internal and external training reference materials based on trending topics and innovative solutions
Occasional on-call or after-hours support may be required
Qualification
Required
University degree in Computer Science, Mathematics, Business, IT, or related major, or equivalent job experience
Strong understanding and experience in US banking and lending operations or understanding of banking sector products, services, regulations, and processes
Technical aptitude with understanding of Cloud and On Prem solutions. Understanding of Microsoft Azure, software applications, databases, networks, and security
Knowledge of networking, security, and compliance in financial services
Analytical mindset with the ability to solve puzzles and think critically
Attention to detail, stability, responsibility, and customer focus
Excellent communication and interpersonal skills, positive and professional attitude, patience, and empathy
Ability to work independently and as part of a customer-facing team
Ability to work in a fast-paced environment and manage multiple priorities while meeting daily metric goals
Strong problem-solving and troubleshooting skills across complex systems
Knowledge of networking, security, and compliance in financial services
Preferred
Experience with Finastra's LaserPro program
Benefits
Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.
Medical, life & disability insurance, retirement plan, lifestyle and other benefits
ESG: Benefit from paid time off for volunteering and donation matching.
DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
Specific benefits may vary by location.
Company
Finastra
Finastra provides the broadest portfolio of financial services software.
Founded in 2017
10001+ employees
H1B Sponsorship
Finastra has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (5)
2022 (11)
2021 (10)
2020 (12)
Funding
Current Stage
Late StageTotal Funding
$5.3BKey Investors
BIRD Foundation
2023-08-15Debt Financing· $5.3B
2022-04-04Series Unknown· $0.8M
2021-02-12Grant
Leadership Team
Mike Stawchansky
EVP, Chief Technology Officer
Ali Khan
Chief Data Officer
Recent News
Business Standard India
2026-01-08
2025-12-22
2025-12-19
Company data provided by crunchbase