Analyst, Client Support

Job Description

Analyst, Client Support | Hazeltree

The Tone:
This is a full-time role at Hazeltree Fund Services Inc., located in New York City. Hazeltree is a global leader in cloud-based treasury solutions, empowering investment firms with technology to optimize financial performance, enhance liquidity, and mitigate risk. This role is crucial for ensuring clients successfully utilize these financial applications, providing direct support and troubleshooting to solve technical problems in real-world environments.

The TL;DR
• Role: Early Career
• Type: Full-Time
• Location: In-person, New York City, NY

• Team: Reports to the Senior Manager, Client Support
• Mission: This person will solve technical problems for clients, supporting production applications and implementations to ensure optimal operation of financial applications.
• Tech Stack: SQL, Zendesk

What You’ll Actually Do
• Data Management: Analyze, manipulate, map, and load data into SQL databases to support client needs.
• Client Communication: Communicate professionally with clients regarding support requests, timelines, and issue resolution updates.
• Technical Troubleshooting: Troubleshoot application and production support issues to identify root causes and implement solutions.
• Support Ticketing: Respond to and track support tickets through platforms such as Zendesk, ensuring timely and effective resolution.
• Documentation: Assist with maintaining internal documentation, knowledge bases, and user guides to support team and client understanding.

The Must-Haves
• Background: An entry-level professional with up to 2 years of experience who enjoys solving technical problems and learning how financial applications operate.
• Experience: Up to 2 years of experience, particularly in roles involving direct client interaction and support for financial or technical applications.
• Skills: Strong SQL knowledge (including writing queries, data manipulation, stored procedures, T-SQL basics, and debugging data issues); Excellent client-facing and interpersonal communication skills; Strong analytical and problem-solving abilities; Interest in financial technology, treasury management, or financial systems.