Client Services Analyst

Financial Software Solutions, LLC•Hunters Creek Village, TX

7h•$20 - $30•Onsite

About The Position

Financial Software Solutions, LLC (FSS) is a fast-growing SaaS fintech company delivering innovative financial software solutions to legal and trustee professionals. We are seeking a Customer Support & Business Analyst who is passionate about delivering exceptional customer experiences while leveraging data analysis and business insight to help customers achieve success. This role combines customer support, business analysis, and data-driven problem-solving. The ideal candidate will possess strong analytical skills, advanced Microsoft Office proficiency, excellent written and verbal communication skills, a customer-first mindset, and experience working with Excel and SQL databases to investigate, analyze, and resolve customer issues.

Requirements

2+ years of experience in customer support, customer success, business analysis, financial services, SaaS, or a related field.
Strong analytical and problem-solving skills with the ability to interpret data and identify trends.
Advanced proficiency in Microsoft Excel, including data analysis, reporting, formulas, pivot tables, and data validation.
Experience querying and analyzing data using SQL Server or similar relational databases.
Excellent written and verbal communication skills with the ability to communicate effectively across all levels of an organization.
Strong customer service orientation with a commitment to delivering exceptional customer experiences.
Highly organized with strong attention to detail and documentation skills.
Ability to manage multiple priorities in a fast-paced environment.
Associate degree required; Bachelor's degree preferred in Business, Finance, Information Systems, Accounting, or a related field.

Nice To Haves

Experience within financial services, legal, bankruptcy, or trustee environments is a plus.
Experience analyzing financial or operational data.
Familiarity with SaaS applications and customer relationship management systems.
Experience creating reports, dashboards, or data-driven recommendations.
Understanding of SQL Server databases and data structures.
Experience delivering customer training or presentations.

Responsibilities

Serve as the primary point of contact for customers via phone, email, and virtual meetings.
Build strong customer relationships through exceptional service, responsiveness, and professionalism.
Analyze customer inquiries, identify trends, and recommend solutions that improve customer outcomes.
Utilize Excel and SQL database tools to research, validate, and analyze customer data and system information.
Document customer requests, findings, and resolutions accurately within internal tracking systems.
Communicate complex information clearly and effectively to both customers and internal teams.
Provide customer training, onboarding assistance, and educational webinars as needed.
Collaborate with internal departments to investigate issues and support resolution efforts.
Monitor customer feedback and identify opportunities for process improvements.
Support a customer retention and satisfaction-focused culture through proactive communication and follow-up.