Client Solutions - Analyst/Associate

Posted 9 Days Ago
New York, NY
Junior
Blockchain • Fintech • Financial Services
The Role
The Client Solutions Analyst/Associate will onboard clients, support deal execution, manage product implementations, and collaborate cross-functionally to enhance client experience.
Summary Generated by Built In

Job Overview:  LiquidX is looking for a motivated and detail-oriented Client Solutions, Analyst/Associate to join our team. The ideal candidate will have a passion for developing and optimizing business processes, manage operational activities, and collaborate across multiple teams to drive efficiency and enhance client experience.

Key Responsibilities:

  • Onboard new clients which include Large Cap companies (Fortune 500), the world’s largest banks, asset managers, hedge funds, and other institutional investors
  • Support deal origination and execution
  • Lead product demonstrations for prospective FI clients as well as the corporate clients of existing FI clients
  • Establish operating processes for new and existing business opportunities.
  • Forecast revenue across the client base
  • Receive product feedback from clients and work with Product teams to implement platform enhancements
  • Manage product implementations for new and/or existing FI clients

Key Qualifications:

  • Education: Bachelor’s degree in Business, Finance, or a related field
  • Experience: 1-3 years of experience in a client-focused role. Experience in trade finance, treasury/payments, tech, or SaaS environments is a plus.

 Skills:

  • Strong analytical and problem-solving skills
  • Proficiency in data analysis tools
  • Excellent communication skills, both written and verbal.
  • Ability to collaborate effectively across teams and manage competing priorities.
  • A bias for action
  • Strong attention to detail
  • Ability to handle multiple tasks in parallel.

Salary Range: $75,000 - $90,000, plus Annual Bonus

Top Skills

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The Company
HQ: New York, NY
70 Employees
On-site Workplace
Year Founded: 2016

What We Do

LiquidX is a global financial technology solutions provider for the origination, distribution, and digital optimization of trade finance and working capital. Our clients include banks, institutional investors, corporations, and insurance companies.

We allow finance professionals to transact faster, smarter, and cheaper by digitizing and automating their treasury management and working capital functions, including monetization. We do this by converting working capital assets (purchase orders, invoices, insurance policies, loans, etc.) into smart assets that can be automated and securely flow between counterparties.

Services available on our single sign-on platform include asset digitization, order-to-cash, procure-to-pay, receivables and payables finance, trade credit insurance, cash forecasting, payment reconciliation, and risk & position monitoring.

By covering the entire working capital and trade finance ecosystem, LiquidX clients can easily connect across departments and counterparties, enabling true digital transformation and delivering comprehensive business intelligence. It also means our clients can say goodbye to single use fintech platforms.

LiquidX is a Broadridge-backed company headquartered in New York with offices in Boston, London, and Singapore. We incorporate blockchain technology and machine learning analytics to greatly enhance transparency, reporting, and financial forecasting for financial professionals.

Find out how you can automate and scale your working capital and trade finance with the Best Tech in Fintech: LiquidX.

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