Client Service Operations Analyst

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ABOUT FINSIGHT

FINSIGHT () 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.

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.

• 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

• 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”)

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.

• 10AM to 7PM EST, Monday to Friday

• Waterford Business District, Miami

• Base Salary: $50,000 - $53,000 annually
• End of Year Discretionary Bonus

• 15 days of paid vacation
• 5 days of sick leave
• Comprehensive medical, dental, vision, and life insurance
li>401(k)
• Fully-stocked snack room

* This is an in-office position

• Entry level

• Full-time

• Customer Service

• Financial Services, Capital Markets, and Software Development