Client Solutions Analyst, USA.

Job Description

Job details

Job type

• Full-time

About the role:

We are looking for a highly motivated Client Solutions Analyst to join our Client Solutions team.

This is an exceptional opportunity for a talented individual with a collaborative and customer centric mindset who is keen to develop their career as part of an award-winning Fintech.

As a Client Solutions Analyst, you will work closely with the team to support client onboarding, assist with queries, and contribute to the continuous improvement of our processes. This role is ideal for someone who is highly organised, enthusiastic about technology, and passionate about delivering excellent client service.

About our Client Solutions team:

Our team of approx. 15 operates globally with team members based out of Ireland, the US, Dubai and Australia, and supports clients right across the globe. Our clients are typically Fund Administrators, Fund ManCo’s, Depositories, Transfer Agents, Auditors, Investment Managers, and anyone who works within the Investment Fund world.

We are passionate about delivering first-class support for our clients and ensuring their experience of working with us and our products is a positive one; we pride ourselves on ensuring we’re there for our clients when they need us. Having our team spread across the globe also enables us to provide 24/7 support.

What you’ll do:

• Support the onboarding of new and existing clients to the Fund Recs platform

o Ensure clients have everything required to perform their tasks within the Fund Recs platform and have the most automated solution possible.

o Creation of templates to normalize and ingest Client data.

o Creation of new recs end to end including, fund Setups, SFTP Mappings, Template mapping and Team / Client / User Setup

• Assist in managing client relationships.
• Effectively resolve client enquiries in a thoughtful and timely manner
• Help prepare and deliver client training sessions (online and on-site)
• Participate in testing new modules and functionality
• Contribute to documentation and internal knowledge sharing
• Collaborate with product and sales teams to share insights and feedback
• Assist in identifying opportunities to improve and automate processes

What you’ll bring:

• A strong interest in financial services and technology ideally with some professional experience in these fields.
• Excellent organisational skills and exceptional attention to detail
• A flexible, adaptable, and solutions-focused mindset
• Eagerness to learn and contribute to a high-performing team
• Strong communication skills and a collaborative approach
• Motivation to improve and automate processes wherever possible
• A proactive attitude and willingness to take on new challenges

Nice to have:

o Exposure to fund accounting, reconciliation, or financial operations (internships or coursework welcome)

o Familiarity with Excel or other data tools

o Interest in Fintech, automation, and process optimisation

Our interview process takes place remotely via teams and typically involves the following:

• A 45 minute call where we’ll ask you about your current and previous roles and explore some competency based questions with you.
• A second round interview to meet our COO and to go through follow up questions.
• We may follow up with a final stage interview, to discuss any feedback before making a final decision.

We’re available at all stages to answer any questions that you have and to make sure that you have enough information about us

Our Benefits

• 25 days annual leave in year 1, with an extra day per year of service up to 30 days
• Health Insurance stipend
• Professional Development budget up to $750 per year for short term learning opportunities
• Tuition reimbursement up to $3,500 towards higher education fees
• Career growth: we have a defined progression framework with regular promotion reviews – we want our people to grow with us!
• Gym membership: up to $350 per year towards a sports club subscription of your choice
• Employee referral scheme: generous cash bonus available for successful employee referrals
• Wellness: our team have access to an Employee Assistance Programme and we also run regular wellness talks for our team
• Home office set up; budget towards the purchase of home office equipment and full tech set up
• Generous paid leave for new parents
• Volunteering leave to support the local communities in which we live and work
• Peer led monthly lunch and learn sessions on topics suggested by our team

Diversity and inclusion are a priority for us, we embrace diversity in all its forms and our aim is for all team members to flourish and achieve their full potential. We are committed to a policy of Equal Employment Opportunity and will not discriminate on the basis of gender, ethnicity, sexual orientation, religion, civil or family status, age, disability or race. Treating people with respect, and providing equal opportunities for employment, growth and advancement is of the utmost importance to us.

Your privacy

Any information you submit through our job application process will be used for the purposes of assessing your fit for a role at Fund Recs. You can learn more about how your data is used and your rights in our privacy policy.