Lead Client Servicing Associate-2

Jump Technology

Chicago, Illinois, United States
Base: $62,000 - $85,000 (doe); bonus/equity: not s...
Investment accounting knowledge
Financial statements understanding
Fixed income and equity investments
The role serves as a vital link between clients and internal teams to deliver prompt, precise responses to inquiries

Job Summary

  • The role serves as a vital link between clients and internal teams to deliver prompt, precise responses to inquiries.
  • Analysts are responsible for managing client requests across investment accounting, asset classes, and financial markets while ensuring data accuracy.
  • The position requires validating investment data against third-party sources and collaborating on long-term projects to enhance the client experience.

Matching Summary

The role serves as a vital link between clients and internal teams to deliver prompt, precise responses to inquiries.

Salary

Base: $62,000 - $85,000 (DOE); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment accounting knowledge
  • Financial statements understanding
  • Fixed income and equity investments
  • Microsoft Office proficiency
  • Strong attention to detail

Nice-to-have

  • Excellent verbal communication skills
  • Strong problem-solving abilities
  • Experience training junior members
  • Knowledge of proprietary internal tools
  • Proactive client relationship building

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter