FinTech Client Success Associate

O'Neil Digital Solutions, LLC; New York (NY); On-site; USD 55,000 - 65,000; Full time

Job summary

O'Neil Digital Solutions, LLC in New York seeks a dedicated Client Service Representative to provide pre-sales and post-sales support to institutional clients. You will coordinate resolution of service incidents and provide assistance in using our PANARAY platform.

The ideal candidate will have a bachelor’s degree, strong analytical skills, and 1-2 years experience in client-facing roles within technology or fintech. This position offers a salary range from $55,000 to $65,000 per year.

Qualifications

• 1-2 years of experience in client facing roles, technology or fintech preferred.

Responsibilities

• Collaborate with sales and support to demonstrate value to institutional clients.
• Develop client relationships to identify service needs.
• Assist clients in the use of PANARAY.
• Review and communicate customer problems.
• Update client databases.

Skills

Client management

Analytical skills

Problem-solving

Interest in financial markets

Education

Bachelor degree or higher or equivalent experience

Job description

O'Neil Digital Solutions, LLC in New York seeks a dedicated Client Service Representative to provide pre-sales and post-sales support to institutional clients. You will coordinate resolution of service incidents and provide assistance in using our PANARAY platform.

The ideal candidate will have a bachelor’s degree, strong analytical skills, and 1-2 years experience in client-facing roles within technology or fintech. This position offers a salary range from $55,000 to $65,000 per year.