Client Solutions Associate
6 days ago
Job Summary
Finitas is seeking a highly motivated and organized Client Solutions Associate to join our team. As a Client Solutions Associate, you will be responsible for providing exceptional client service and support to our institutional clients.
Key Responsibilities
- Client Support
- Provide first-line support to clients with an emphasis on client care and attention.
- Assist with client onboarding and technology integration.
- Internal Collaboration
- Act as a single point of contact between clients and internal departments.
- Collaborate with multiple stakeholders to support the needs of our global client base.
- Operational Oversight
- Monitor and manage client limits and margin utilization.
- Review and verify client Know Your Customer (KYC) information and documentation.
- Process Management
- Follow established processes to facilitate trading connectivity and ensure a seamless client experience.
Requirements
- Academic Background
- A strong academic background in a relevant field.
- Industry Experience
- Experience working in the financial services industry, preferably in a middle office or operations role.
- Technical Skills
- Familiarity with SQL and Python programming languages.
- Experience with electronic trading platforms and data analysis.
- Personal Qualities
- Organized and detail-oriented with excellent communication skills.
- Ability to work independently and as part of a team.
- Proactive and motivated with a strong client service focus.
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