8 дней назад
Client Onboarding Associate
23 000 - 29 000€
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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@, 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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