Lead Client Servicing Associate

Jump Technology

Strong understanding of investment accounting
Proficiency in financial statements and reporting
Experience with fixed income and equity investments
The role serves as a vital link between clients and internal teams to resolve inquiries regarding investment and accounting matters

Job Summary

  • The role serves as a vital link between clients and internal teams to resolve inquiries regarding investment and accounting matters.
  • Analysts are responsible for delivering timely information on financial statements, analytics reporting, and operational tasks like account setup.
  • The position involves validating investment data against third-party sources and managing workflow based on productivity metrics.

Matching Summary

The role serves as a vital link between clients and internal teams to resolve inquiries regarding investment and accounting matters.

Skills & Requirements

Must-have

  • Strong understanding of investment accounting
  • Proficiency in financial statements and reporting
  • Experience with fixed income and equity investments

Nice-to-have

  • Knowledge of alternative security types
  • Ability to train junior staff members
  • Proficiency in proprietary internal tools

Key Requirements

  • Bachelor's degree in Accounting or Financial field
  • 2+ years of relevant finance or accounting experience

Work Rights

Not specified

Tailored Resume

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