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8 дней назад

Client Onboarding Associate

23 000 - 29 000€
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Bulgaria
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
Client Onboarding Associate (Private Markets Platforms): Coordinating client onboarding implementations and maintaining client-specific data across the Private i and Total Plan platforms with an accent on project planning, data accuracy, and cross-functional delivery. Focus on tracking milestones and risks, supporting clients, improving onboarding processes, and adapting workflows to new technologies.

Location: Sofia, Bulgaria

Salary: €23,000–€29,000 per year, plus eligibility for an annual bonus

Company

hirify.global provides research-based data, analytics, indexes, and technology that help global investors and financial-market participants understand risks and opportunities.

What you will do

  • Coordinate client onboarding implementations from initiation through completion, including planning, requirements gathering, configuration, validation, and transition to ongoing operations.
  • Maintain implementation plans, milestones, action items, dependencies, risks, and outstanding decisions.
  • Coordinate communication across clients, implementation, operations, product, technology, and other stakeholders.
  • Configure and maintain accurate client-specific data in the Private i and Total Plan platforms according to governance and quality standards.
  • Respond to client inquiries and service requests using CRM and workflow tools.
  • Identify opportunities to standardize processes, reduce manual work, strengthen controls, and improve the client experience.

Requirements

  • Bachelor’s degree in Finance, Economics, or a related field, with a strong academic record.
  • Proficiency in Microsoft Office, particularly Excel; advanced Excel skills are strongly preferred.
  • Professional written and verbal English communication skills are required.
  • Strong attention to detail, analytical and problem-solving skills, self-motivation, and the ability to manage competing priorities independently.
  • Ability to learn and adopt new software, technologies, and workflows in a fast-paced environment.
  • Collaborative communication skills and a commitment to continuous improvement.

Nice to have

  • Familiarity with AI or GenAI tools.
  • Experience with process optimization or process refinement.
  • Advanced Excel capabilities, including complex formulas, pivot tables, and automation.

Culture & Benefits

  • Flexible working arrangements, advanced technology, and collaborative workspaces.
  • Comprehensive employee benefits tailored to the employee’s location.
  • Learning opportunities through the Global Orientation program, Learning@hirify.global, AI Learning Center, LinkedIn Learning Pro, and tailored development programs.
  • Career development through internal mobility, expanded roles, and multi-directional career paths.
  • Inclusive culture supported by multiple Employee Resource Groups and a global network of colleagues.

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