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Finsight Group Inc (FINSIGHT) · 7 hours ago

Client Service Operations Analyst (NYC/MIA)

New York, NY

Full-time

Onsite

Entry Level

1+ years exp

FINSIGHT is a financial technology company that provides visibility and insights into capital markets. The Client Service Operations Analyst will support clients and internal business segments by ensuring service excellence and being a product expert for the company's platforms.

FinTech

Responsibilities

Providing best-in-class phone, email and live chat service for Deal Roadshow and Evercall in a fast-paced environment

Facilitating communication among internal and external stakeholders

Recording and editing corporate, audio-based media presentations using virtual conferencing and audio editing software (i.e. Audacity, Zoom, Microsoft Teams)

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

Qualification

Client-facing experienceAudio editing softwareMicrosoft OfficeGoogle WorkspaceAdvanced online researchInterpersonal skillsProblem-solvingAttention to detailTime managementClear communicationPositive attitudeReliability

Required

1–2 years of experience in a client-facing or professional services role

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

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