Finsight Group Inc (FINSIGHT) · 1 week ago
Client Service Operations Analyst (NYC/MIA)
Miami, FL
Full-time
Onsite
Entry Level
1+ years expFinsight Group Inc is a financial technology company that provides visibility and insights into capital markets. They are seeking a Client Service Operations Analyst to ensure service excellence and support multiple internal business segments, including operations, finance, development, and sales.
FinTech
Responsibilities
Providing best-in-class phone, email and live chat service for all of our Virtual Data Room and Market Data products (ex. DealVDR, 17g5, CreditFlow Research) in a fast-paced environment
Troubleshooting of software-related IT issues and collaborating with the technical team to efficiently resolve client-reported concerns
Migrating new client business from competing software platforms to our proprietary systems
Managing the full subscription lifecycle for CreditFlow Research, including processing new subscription requests and maintaining our existing global user base
Facilitating communication among internal and external stakeholders
Industry research, data entry and data verification
Client onboarding and product training, ensuring to regularly solicit and internally communicate client feedback
Application testing and quality assurance to identify and report any issues or bugs
Preparing and maintaining operational procedures to facilitate service and support
Qualification
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
Benefits
Health insurance
Dental insurance
Life insurance
Vision insurance
401(k)
3 weeks of paid vacation
Fully stocked snack room
Company
Finsight Group Inc (FINSIGHT)
FINSIGHT provides unparalleled visibility and actionable insights that enable better execution in capital markets and corporate finance activities.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jordan Adler
Co-Founder & COO
Recent News
FinSMES
2024-04-25
Company data provided by crunchbase