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Client & Operational Support Analyst

Finsight Group Inc

Finsight Group Inc

Client & Operational Support Analyst

New York, NY
Full Time
Paid
  • Responsibilities

    COMPANY OVERVIEW

    Finsight is an NYC-based technology company that offers the financial services industry a highly accessible, cost-effective and frictionless environment to research, prospect, structure, market and monitor new issue and secondary market securities. Every month, over $30 billion dollars of financing is exclusively marketed through our software across all major bulge bracket banks and hundreds of the nation’s leading corporations.

    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

    As a Client and Operational Support Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (operations, finance, development and sales).

    Responsibilities will include:

    • Assist in providing best-in-class phone, email and live chat service and support to our clients
    • Assist in data entry and data verification
    • Assist in client onboarding and product training
    • Assist with billing/invoice management
    • Assist with application testing
    • Prepare and maintain operational procedures to facilitate service and support
    • Solicit and communicate internally client feedback
    • Record and edit corporate audio presentations
    • Travel locally and throughout the US to record and edit corporate videos from time to time

    What You Will Learn / Reinforce in This Role:

    • 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 Premier)
    • Basics of capital markets (ie “Wall Street”)
  • Qualifications

    REQUIREMENTS

    Hard Skills / Experience

    • Strong proficiency with computers
    • Proficiency with online research (knowing how to find things online beyond “Googling it”)

    Soft Skills / Experience

    • Reliability
    • Self-organization
    • Self-motivation
    • Attention to detail
    • Good attitude and coachability
    • Clear and concise written and verbal communication
  • Compensation
    $50,000-$60,000
  • Benefits
    • 3-weeks of paid vacation
    • Comprehensive medical, dental, vision & life insurance
    • Fully stocked snack room
  • Industry
    Computer Software
  • About Us

    Finsight is an NYC-based technology company that offers a highly accessible, cost effective and frictionless environment to research, prospect, structure, market and monitor financial securities.