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Client Solutions Associate
2 months 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 provide first-line support to our buy-side clients, ensuring exceptional client care and attention.
Key Responsibilities
- Provide timely and effective support to clients, addressing their queries and concerns in a professional and courteous manner.
- Assist with client onboarding, ensuring a seamless experience for our clients.
- Act as a single point of contact between clients and internal departments, facilitating communication and resolving issues efficiently.
- Monitor and manage client accounts, ensuring accurate and up-to-date information.
- Review and verify client documentation, ensuring compliance with regulatory requirements.
- Collaborate with internal stakeholders to identify and implement process improvements, enhancing the overall client experience.
Requirements
- A strong academic background, preferably in a relevant field.
- Experience in the financial industry, with a focus on client support or relationship management.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Strong analytical and problem-solving skills, with the ability to work independently and as part of a team.
- Proficiency in Microsoft Office, with experience in data analysis and reporting.
What We Offer
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.