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2 дня назад

Reassurance Specialist (Financial Services)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Poland
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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