Client Service Operations Analyst

HOW TO APPLY:

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

https://finsight-

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 London, Singapore, Kyiv, Hong Kong, Miami and Manila.

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 at our headquarters in New York City and our growing office in Miami.

As a Client Service Operations Analyst specializing in our Virtual Data Room & Market Data products, you will work closely with clients to ensure service excellence and support multiple internal business segments including operations, finance, development, and sales.

Responsibilities will include:

• 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

What you will learn / reinforce in this role:

• How to deliver exceptional service on a consistent basis, both internally across several business segments, and externally to clients within the global financial industry
• How to manage the lifecycle of high-stakes financial data within our Virtual Data Rooms (VDRs) used for M&A, private equity, and debt offerings.
• How to identify, report, and resolve software issues in a live production environment while collaborating with technical and development teams
• 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 editing software (Audacity)
• Basics of capital markets (ie "Wall Street")

REQUIREMENTS

Hard Skills

• 1–2 years of experience in a client-facing or professional services role (required)
• 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.

SHIFT AVAILABILITY

9:00AM to 6:00PM ET, Monday to Friday

10:00AM to 7:00PM ET, Monday to Friday

LOCATIONS

New York City:

Midtown Manhattan

Miami:

Waterford Business District

COMPENSATION

• Final compensation is dependent on experience and geographical location
• New York City: $66,300+ annually
• Miami: $50,000+ annually
• End of Year Discretionary Bonus

BENEFITS

• Health insurance
• Dental insurance
• Life insurance
• Vision insurance
• 401(k)
• 3 weeks of paid vacation
• Fully stocked snack room
• This is an in-office position