2 дня назад
Reassurance Specialist (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Reassurance Specialist (Financial Services): Managing fee schedules, client invoice setup, account linkages, receivables outreach, and billing coordination for a financial services organization with an accent on client invoicing accuracy and cross-functional coordination. Focus on coordinating complex billing changes, resolving open receivables, supporting new business setup, and driving process efficiency.
Location: Krakow, Poland
Company
is a global financial services firm providing investor services, capital partners, specialist expertise, technology solutions, and relationship-focused client management.
What you will do
- Create and generate client fee schedules.
- Prepare invoice setup instructions and link fees to accounts for new business, new fee schedules, and newly added accounts.
- Coordinate billing terminations and bad debt write-offs when necessary.
- Conduct ongoing client outreach regarding open receivables.
- Collaborate with Relationship Managers, Sales Managers, Global Client Service, and Client Invoicing.
- Participate in working groups and ad hoc projects supporting the Client Invoicing function.
Requirements
- BA/BS degree or equivalent experience.
- 3+ years of experience in the financial services or banking industry.
- Understanding of the financial services industry, investment vehicles, and legal structures.
- Ability to manage competing deadlines, coordinate across departments, and conduct research and analysis.
- Strong verbal and written communication, client service, problem-solving, organizational, and analytical skills.
- Strong proficiency in Microsoft Office applications and exceptional attention to detail.
Nice to have
- Experience in client invoicing or internal audit within financial services.
- Ability to drive efficiency improvements and take initiative independently.
Culture & Benefits
- Indefinite-term employment contract from the first day.
- Private medical care and life insurance.
- Paid standard vacation plus one Culture Celebration Day and one Community Service Day.
- Professional training and qualification support, wellbeing program, and Employee Assistance Program.
- Online Social Fund platform and social, sports, and integration events.
- Structured onboarding program and a collaborative environment focused on mentoring and professional development.
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