HOW TO APPLY

To apply to this position, please click our Finsight Notion link below to review and respond to our candidate questionnaire:

HARD SKILLS / EXPERIENCE

• 1–2 years of experience in a client-facing or professional services role, preferably within the financial industry (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 / EXPERIENCE

• 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.

ROLE OVERVIEW

We are expanding our presence in London and are eager to continue building 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).

RESPONSIBILITIES WILL INCLUDE:

• Providing best-in-class phone, email and live chat service and support to our clients in a fast-paced environment
• Facilitating communication among internal and external stakeholders
• 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

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
• 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”)