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Client Services Analyst - OMS/PMS

New York

Job Type

Full Time

Workspace

Hybrid

About the Role

Client Services Analysts needed at one of my OMS/PMS clients! $65k - $75k base plus bonus. NYC area only.

My client is seeking a bright, motivated and analytically minded individual to provide client services and technical support to its growing client base. The candidate must be a self-starter who likes problem solving, possesses a keen technical aptitude, is proficient at learning new systems and technologies quickly and thrives on working in a fast-paced, dynamic and entrepreneurial environment. The role involves heavy collaboration with both internal project managers and developers and external clients, so applicants must be articulate, possess effective written and verbal communication skills and be able to maintain a calm and professional demeanor while solving challenging problems.

This individual will report to the head of client services and will be responsible for providing customer service and technical support to the Company’s clients. Success in the role with be achieved by obtaining a sufficient understanding of the software solutions and employing effective written and verbal communication skills to (a) provide clients with high-quality, informative customer support and incident resolution and (b) provide concise, complete documentation of incident facts for development or project manager escalation. After becoming proficient in their core responsibilities, the hire will be given ample opportunity to expand their role based on their skills, preferences and prevailing company needs. Areas of possible expansion include a technical/developer path and a product deployment/project management path.

Qualified candidates should possess 2-3 years of post-university work experience in a technology-related role within the financial services vendor space, or in a comparable role at a buy- or sell-side market participant firm. The ideal candidate will have this same level of experience at an OMS/PMS/EMS vendor firm and possess a working understanding of the FIX protocol.

Functions & Qualifications Overview

o Respond to, document and resolve client support incidents from inbound support channels, including telephone, email and chat.
o Document incidents for escalation, including bugs, improvement suggestions and other relevant information gleaned from interactions with clients.

Candidate Qualifications and preferred attributes:

o Bachelor’s degree or University degree equivalent required
o 2-3 years of experience preferred; recent graduates also encouraged to apply
o Analytical thinking, problem solving and the ability to manage multiple projects and client expectations
o Experience with databases and knowledge of SQL is a plus
o Experience w Java and Python is a plus
o Working understanding of the FIX protocol
o Exceptional communication and relationship building skills
o Must have technical aptitude and desire to learn new technologies
o Strong interest and understanding of financial markets and the investment process
o Must possess a calm demeanor and positive attitude

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