Client Solutions Analyst

Client Solutions Analyst, USA

Location:

Austin, Texas (Applicants must have U.S. work authorization)

Fund Recs is an award-winning Irish Fintech, founded in 2013, dedicated to building the latest technologies to transform how data is managed, processed, and leveraged by the Funds industry.

Our no-code reconciliation and data transformation software takes on mundane, repetitive jobs and fully automates them, giving customers back valuable time to better serve their clients. Our platform supports over 3,000 users in more than 30 countries around the globe and we count some of the world’s largest financial services firms as clients. Industry leading fund administrators, depositories, audit firms, asset managers and 3rd party management companies trust Fund Recs’ software to deliver efficient solutions to mission critical problems across their businesses.

We’re going through a period of high growth and are just getting started. With our continuous investment in innovation and the deployment of new solutions, the opportunity in front of us is enormous.

Our team is expanding and has a global footprint of more than 50 people. We have offices in Dublin, Waterford and New York and remote employees spread out from the west coast of North America all the way to Melbourne. We work flexibly and operate as a remote friendly company so our team in the vicinity of offices can choose the home / office arrangement that works best for them.

Please note: this role is based in Austin, Texas, USA.

Applicants must have full legal authorisation to work in the United States at the time of application. Unfortunately, we are unable to provide visa sponsorship or relocation assistance for this 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 Man Co’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.

We have the opportunity to collaborate across diverse internal teams including Product Ops, Product Mgmt., Account Mgmt., Sales Ops and more. Working alongside these teams enables us to grow and expand our skillset and offers opportunity to move into these teams in time, we believe our career ladders do not have to be linear and multiple opportunities are provided to our team to grow and enhance their career.

• Support the onboarding of new and existing clients to the Fund Recs platform
  • Ensure clients have everything required to perform their tasks within the Fund Recs platform and have the most automated solution possible.
  • Creation of templates to normalize and ingest Client data.
  • 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…