Platform Solutions Analyst (Client Services)
Infinit-O is the trusted, customer-centric, and sustainable leader in Business Process Optimization. We empower finance and healthcare organizations to thrive in a digital-first world by combining specialized industry expertise and innovative technology for 20 years.
We navigate complex industry landscapes to drive transformative outcomes, helping businesses streamline operations, enhance customer experience, and achieve sustainable growth backed by a world-class Net Promoter Score of 75. Our approach combines operational efficiency with a human-centered ethos, ensuring sustainable value creation for our clients and team members.
As a Certified B Corporation, Infinit-O is committed to the highest standards of social and environmental performance, accountability, and transparency. We embed these values into every aspect of our operations—aligning business success with a positive impact on our clients, people, and communities.
Our commitment to Diversity, Equity, and Inclusion (DEI) is integral to our mission. We believe that building inclusive, equitable teams is not only the right thing to do—it is also essential for driving innovation and better business outcomes.We actively promote equal opportunity through inclusive hiring practices, continuous learning programs, and regular equity assessments to ensure a fair and empowering workplace for all.
Key Responsibilities:
We are seeking a driven and personable Client Service Analyst to join the Client Service team to help service the company’s rapidly growing client base. A successful candidate will be a highly collaborative team player who is eager to provide white glove service.They thrive in fast paced entrepreneurial environments, have exceptional attention to detail, and are service-oriented collaborators.
- Drive successful client outcomes by assisting new and existing clients through active communication by processing client requests, and providing guidance throughout the transaction process (Pre-Trade, Trade, and Post Trade)
- Support clients with transfers, capital calls, AML/KYC, redemptions, and other ad hoc requests
- Collect, analyze and process client information
- Become a subject matter expert on the platform and help clients understand the mechanics of the platform
- Liaise with clients on the user experience of the platform and partner with the Technology team to enhance the client experience
- Create and execute new processes to further automate client workflows and ensure a seamless client experience
- Collaborate cross functionally with various teams at spanning Sales, Operations, and Technology to appropriately respond to inbound requests and questions, and streamline and improve existing processes
- Additional responsibilities will be determined based on capacity, skill, and interest
Requirements
Job Requirements and Credentials:
- College degree in economics, finance, or a related discipline
- 1+ years of client service experience at a financial services firm
- Strong client service orientation with the ability to manage multiple competing priorities
- Advanced working knowledge of Microsoft Office and CRM programs
- Exemplary verbal, written, and interpersonal communication skills
- Organized and detail oriented
- Proactive, resourceful, and eager to learn
- Excellent problem-solving and analytical abilities.
- Understanding of alternative investments and the wealth management ecosystem a plus