Client Servicing Analysts deliver top-notch operational support and foster strong relationships with global clients regarding investment and accounting matters
Job Summary
Client Servicing Analysts deliver top-notch operational support and foster strong relationships with global clients regarding investment and accounting matters.
The role requires validating investment data against third-party market sources and utilizing internal tools to reconcile transactions efficiently.
Analysts are expected to manage workflows based on productivity metrics while collaborating with internal teams on long-term projects.
Matching Summary
Client Servicing Analysts deliver top-notch operational support and foster strong relationships with global clients regarding investment and accounting matters.
Skills & Requirements
Must-have
2-5 years Financial Services experience
2-3 years FIX protocol expertise
Buy-side or Sell-side product knowledge
Investment accounting and reconciliation skills
Electronic trading workflow understanding
Nice-to-have
Strong verbal and written communication
Ability to prioritize multiple tasks
Experience training junior team members
Proficiency with proprietary internal tools
Key Requirements
Bachelor's degree in Finance, Accounting, Economics, or related field