Junior Product Analyst

7 months ago


Toronto, Canada Infinite Investment Systems Full time

The Junior Product Analyst individual will work with clients by providing them with CRM, DocuSign and Portal support. The role requires collaboration with intelligent, energetic, and driven colleagues in a friendly and agile office environment. You will be the primary point of contact for these support inquiries from our clients.

**DUTIES AND RESPONSIBILITIES**
- Provide day to day support on CRM Module (DocuSign/Portal) to customers.
- Document all interactions with clients in the internal Client Management System.
- Assist with client communications, custom reports, new client implementations, new feature launches.
- Review and analyze business needs and specifications to determine programming requirements for new and existing projects.
- Maintain confidentiality with regards to the information processed, stored, or accessed.
- Document programming problems and resolutions for future reference.
- Provide training of the CRM module
- Assist with resolving technical issues and perform testing as needed.
- Troubleshoot Portal/ DocuSign issues by diagnosing and solving software faults.
- Help users optimize their experience with the Harmony system.
- Work with internal teams to assist in the delivery of custom reports, client communication, client conversion and implementations and other client management initiatives.
- A keen client services focus, an outgoing and engaging personality, and a strong desire to support a software user base of financial industry professionals all contribute to your success in this role.

**REQUIREMENTS**
- BS Computer Science or Information Systems and/or Business, Information Technology
- Understanding of the electronic signature and digital transaction management industry
- Strong communications skills, including the ability to engage with clients and prospects to understand their business and operations requirements.
- Understanding of the investment management industry, business practices and operations within depth knowledge of middle office activities such as investment data management, reconciliation, compliance, risk, and performance measurement.
- Solid technical background with understanding and/or hands-on experience in software development and web technologies.
- Strong time management and prioritization skills, as well as attention to detail.Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

**Salary**: $45,000.00-$55,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Dental care
- Extended health care
- Life insurance
- On-site gym
- Paid time off
- Tuition reimbursement
- Vision care
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Toronto, On: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Toronto, On


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