This role is critical for client retention while managing daily engagement, reporting, and operational performance for major insurers and asset managers
Job Summary
This role is critical for client retention while managing daily engagement, reporting, and operational performance for major insurers and asset managers.
The successful candidate will plan and oversee accurate reporting support while ensuring quality servicing within defined delivery standards.
You will collaborate with sales and support groups to demonstrate value and identify business opportunities for expanded support.
Matching Summary
This role is critical for client retention while managing daily engagement, reporting, and operational performance for major insurers and asset managers.
Skills & Requirements
Must-have
Working knowledge of financial services
Investment accounting experience required
Strong relationship management background
Proficiency in Microsoft Office tools
5+ years of professional experience
Nice-to-have
Knowledge of structured products and derivatives
Experience with fixed-income securities
Proactive problem-solving abilities
Ability to work in fast-paced environment
Mentorship and training capabilities
Key Requirements
Bachelor's degree in accounting or related field
5+ years of relevant experience
Background in Investment Operations or Financial Services