Job Description
HOW TO APPLY:
Click the "Apply" button above or follow this link to review and respond to our questionnaire:
https://finsight-group.notion.site/2ed0fc8b26fe81ed9acace76461cfdf4?pvs=105
*We only accept applications sent through our questionnaire form
ABOUT FINSIGHT
FINSIGHT (www.finsight.com) 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, you will be a product expert and frontline partner for our clients, specifically supporting our flagship platforms Deal Roadshow and Evercall. 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 Deal Roadshow and Evercall in a fast-paced environment
Facilitating communication among internal and external stakeholders
Recording and editing corporate, audio-based media presentations using virtual conferencing and audio editing software (i.e. Audacity, Zoom, Microsoft Teams)
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
What you will learn / reinforce in this role:
How to deliver exceptional on a consistent basis, both internally across several business segments, and externally to clients within the global financial industry
The mechanics of electronic roadshows and moderated live events used by Wall Street's top banks
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
9:30AM to 6:30PM 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
Job Type: Full-time
Pay: From $66,300.00 per year
Work Location: In person
Click the "Apply" button above or follow this link to review and respond to our questionnaire:
https://finsight-group.notion.site/2ed0fc8b26fe81ed9acace76461cfdf4?pvs=105
*We only accept applications sent through our questionnaire form
ABOUT FINSIGHT
FINSIGHT (www.finsight.com) 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, you will be a product expert and frontline partner for our clients, specifically supporting our flagship platforms Deal Roadshow and Evercall. 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 Deal Roadshow and Evercall in a fast-paced environment
Facilitating communication among internal and external stakeholders
Recording and editing corporate, audio-based media presentations using virtual conferencing and audio editing software (i.e. Audacity, Zoom, Microsoft Teams)
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
What you will learn / reinforce in this role:
How to deliver exceptional on a consistent basis, both internally across several business segments, and externally to clients within the global financial industry
The mechanics of electronic roadshows and moderated live events used by Wall Street's top banks
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
9:30AM to 6:30PM 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
Job Type: Full-time
Pay: From $66,300.00 per year
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Operations Analyst (NYC/MIA) position is now open for candidates interested in the Remote Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.
