Client Services Consultant I

Data Analysis Inc. • New York, NY

6d • $55,000 - $65,000 • Onsite

About The Position

Provides efficient and high quality pre-sales and post-sales client service to financial institutions. Acts as single point of client contact to coordinate resolution of service incidents and escalation of technical issues.

Requirements

• Bachelor degree or higher or equivalent experience
• 1-2 years of experience in client facing roles, technology or fintech preferred
• Client management and relationship building skills.
• Strong analytical skills and ability to draw conclusions based on data.
• Ability to investigate, analyze, and solve problems, including IT issues.
• Interest in financial markets and how to trade stocks.

Responsibilities

• Collaborates with sales and support groups to demonstrate value of support offering to institutional clients and identifies opportunity for expanded support business.
• Develops client relationship and understanding of institutional clients and product installation to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
• Assists institutional clients in the use of PANARAY via telephone, online, email, and on-site.
• Reviews and communicates customer problems that arise from the use of the product.
• Works with Programming for data/programming issues this includes, but is not limited to: Add/modify and close daily bugs in Team system, Follow up on programming fixes with testing and verification, Communicate with client on verified fixes, and progress of fix if longstanding issue, Follow-up on all issues from client contact (start to finish).
• Updates client databases to manage and track client information, notes, inquiries and all other communications.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level