Client Service Operations Analyst

Position Overview

FINSIGHT (www.finsight.com) creates high‐reliability financial technology that delivers unparalleled visibility and actionable insights into capital markets. Headquartered in New York City with offices worldwide, we streamline workflows supporting hundreds of billions of dollars in capital markets activity annually. We are expanding our presence in Miami and are seeking a Client Service Operations Analyst who will work closely with our clients and support various internal departments including operations, finance, development, and sales.

Key Responsibilities

• Provide best-in-class phone, email, and live chat support to clients in a fast-paced environment.
• Record and edit corporate media presentations using audio and video editing software (Audacity and Adobe Premiere).
• Coordinate business conference calls and live web events.
• Conduct industry research, data entry, and data verification.
• Manage client onboarding and product training.
• Perform application testing and quality assurance to identify and report issues or bugs.
• Prepare and maintain operational procedures to facilitate service and support.
• Solicit and communicate client feedback internally.
• Assist with billing and invoice management.

Required Qualifications

• Hard Skills:
  • Adept at using computers and related technologies, including Microsoft Office and Google Workspace.
  • Proficient in advanced online research techniques to locate, analyze, and verify information.
  • Exceptional interpersonal and customer service skills with an ability to actively listen and respond to client needs.
• Soft Skills:
  • Strong critical thinking and problem-solving abilities to address complex client inquiries.
  • Excellent attention to detail and project management skills to balance multiple priorities.
  • Proactive and solutions-oriented attitude with minimal oversight.
  • Effective time management and execution skills in a dynamic environment.
  • Clear and confident communicator, both written and verbal.
  • Positive attitude, coachability, and a strong sense of reliability and trustworthiness.

Benefits & Perks

• 15 days of paid vacation
• 5 days of sick leave
• Comprehensive medical, dental, vision, and life insurance
• 401(k)
• Fully-stocked snack room
• This is an in-office position located at Waterford Business District, Miami
• Shift Availability: 10AM to 7PM EST, Monday to Friday
• Compensation: Base Salary $50,000 - $53,000 annually plus an End of Year Discretionary Bonus