Client Services Analyst

About the role

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 Client Services Analyst who is passionate about delivering exceptional customer experiences while leveraging data analysis and business insight to help customers achieve success.

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.

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.
• Experience within financial services, legal, bankruptcy, or trustee environments is a plus.

Qualifications

• 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.

Skills

• Microsoft Office Suite
• SQL Database
• Data Analysis
• Customer Service
• Problem Solving

Benefits & Perks

• Health and dental insurance
• 401(k) with up to 4% company match after one year
• Supportive, collaborative, and team-oriented work environment
• Opportunities for professional growth and development

Pay

$20.00 - $30.00 per hour