Client Service & Operations Analyst — FinTech

Finsight Group Inc (FINSIGHT); New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

FINSIGHT in New York City is seeking a Client Service Operations Analyst to serve as a product expert and frontline partner for our Deal Roadshow and Evercall platforms. You will collaborate with clients to ensure service excellence and support multiple internal teams including operations, finance, development, and sales.

The role emphasizes top-tier client communication, hands-on testing and onboarding, data entry and industry research, and the ability to coordinate live events and recordings

Qualifications

• 1–2 years of client-facing or professional services experience.
• Proficiency with Microsoft Office and Google Workspace.
• Proficiency in locating, analyzing and verifying information using advanced online research techniques.
• Exceptional interpersonal and customer service skills.

Responsibilities

• Providing best-in-class phone, email and live chat service for Deal Roadshow and Evercall in a fast-paced environment.
• Coordinating communication among internal and external stakeholders.
• Recording and editing media presentations using Descript, Zoom, and 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 issues or bugs.
• Preparing and maintaining operational procedures to facilitate service and support.
• Soliciting and communicating client feedback.

Skills

Client-facing experience

Online research

Microsoft Office

Google Workspace

Communication

Time management

Tools

Descript

Zoom

Microsoft Teams

Job description

FINSIGHT in New York City is seeking a Client Service Operations Analyst to serve as a product expert and frontline partner for our Deal Roadshow and Evercall platforms. You will collaborate with clients to ensure service excellence and support multiple internal teams including operations, finance, development, and sales.

The role emphasizes top-tier client communication, hands-on testing and onboarding, data entry and industry research, and the ability to coordinate live events and recordings