Client Operations Analyst

| Greater NYC Area
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Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions. Today, hundreds of platforms and millions of end-users rely on Quovo's technology for account aggregation, bank authentication, and ongoing insights to build better financial futures.

We're hiring an entry-level Client Operations Analyst to provide top-notch client support by investigating and resolving data issues and answering product questions quickly and clearly. This is a great opportunity for a recent college graduate with superb communication and analytical skills looking to join a fast-growing technology startup. 

 

Responsibilities

  • Provide training and onboarding to new clients, helping them become proficient in using Quovo’s dashboard and setting them up for success.
  • Uncover root causes for issues surfaced through communication with our clients.
  • Investigate and resolve technical and data issues.
  • Serve at the first point of contact for all inbound client questions and issues.
  • Work directly with clients over phone and email to address common usage questions.
  • Write clear and accurate tickets for the Technology team for new institution requests.
  • Proactively communicate with clients about new products and relevant changes to existing products.
  • Take the lead on miscellaneous projects to streamline work and ensure clients receive unparalleled support and service.

 

You are:

  • Highly poised. You are calm under pressure and show tremendous patience and concern when addressing client questions.
  • You speak and write clearly and concisely.
  • You can thoughtfully assess underlying issues and uncover common trends.
  • Your default demeanor is happy and you love helping solve problems for others.
  • You take ownership over problems and work diligently until you’ve found a solution.
  • Detail Oriented. You notice small things and are driven to make everything right.
  • You can handle many competing priorities with minimal oversight.
  • A recent college graduate with 0-1 years of client facing experience in a professional office environment.

 

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Location

In the middle of New York's tech community, Plaid is nestled in the heart of the Flatiron District.

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