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4 дня назад

Client Onboarding Associate (Finance)

23 000 - 25 000
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

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TL;DR
Client Onboarding Associate (Finance): Configuring and maintaining client data across the Private i and Total Plan platforms while supporting clients and internal users, with an accent on data accuracy, CRM-based service management, and operational quality. Focus on identifying data discrepancies, improving workflows, adopting automation and AI tools, and coordinating deadlines with global colleagues.

Location: Sofia, Bulgaria

Salary: €23,000–€25,000 per year, plus eligibility for an annual bonus.

Company

hirify.global provides research-based data, analytics, and indexes that help financial-market participants understand risks and opportunities and make better investment decisions.

What you will do

  • Configure and maintain client-specific data in the Private i and Total Plan platforms.
  • Support clients by responding to inquiries and service requests and documenting interactions in CRM tools.
  • Assist internal users with platform navigation, data issues, and procedural questions.
  • Identify data discrepancies, quality issues, and process inefficiencies, then resolve or escalate them appropriately.
  • Contribute to workflow improvements and the adoption of new tools and technologies.
  • Collaborate with global colleagues to meet deadlines and support evolving business needs across time zones.

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.
  • Excellent written and verbal English communication skills are required.
  • Strong attention to detail, analytical and problem-solving skills, and the ability to interpret data.
  • Ability to work independently, manage competing priorities, and adapt to changing systems and processes.
  • Collaborative, proactive approach with a commitment to continuous improvement.

Nice to have

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

Culture & Benefits

  • Flexible working arrangements and collaborative workspaces.
  • Comprehensive employee benefits tailored to the work location.
  • Access to the Global Orientation program, Learning@hirify.global, AI Learning Center, and LinkedIn Learning Pro.
  • Professional development through internal mobility, expanded roles, and multidirectional career paths.
  • Inclusive environment supported by multiple Employee Resource Groups.

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