Client Service Operations Analyst

Finsight Group Inc (FINSIGHT)

Miami (FL)

On-site

USD 50,000 - 53,000

Full time

14 days+

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Benefits offered by this job

15 days of paid vacation

5 days of sick leave

Comprehensive medical, dental, and vision insurance

401(k) plan

Fully-stocked snack room

Job summary

A prominent financial technology company is seeking a Client Service Operations Analyst in Miami to provide exceptional support to clients. The ideal candidate will handle phone, email, and live chat communication in a fast-paced environment. Responsibilities include client onboarding, product training, and executing quality assurance testing. A proactive attitude is essential. The role offers a salary between $50,000 and $53,000, along with generous benefits including paid vacation and medical insurance.

Qualifications

Adept with online research techniques.
Exceptional customer service skills.
Proficient with audio and video editing software.

Responsibilities

Provide phone, email, and live chat support to clients.
Record and edit corporate media presentations.
Coordinate business conference calls and live web events.
Conduct industry research and data entry.

Skills

Customer Service Excellence

Computer Proficiency

Interpersonal Skills

Research Techniques

Tools

Audacity

Adobe Premiere

Microsoft Office

Google Workspace

Job description

6 days ago Be among the first 25 applicants

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

https://finsight-group.notion.site/2000fc8b26fe81cbb53bd99d070411de?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 Miami, London, Singapore, Kyiv, Manila and Hong Kong.

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 in Miami and are eager to build 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). The ideal candidate is highly collaborative, motivated, and a critical thinker who is able to execute with a high degree of professionalism.

Repsonsibilities

Providing best-in-class phone, email and live chat service and support to our clients in a fast-paced environment
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
Assist with billing/invoice management

What you will learn / reinforce in this role

How to deliver exceptional internal and external support on a consistent basis
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”)

WHAT YOU BRING

Hard Skills

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.