4 дня назад
Client Onboarding Associate (Finance)
23 000 - 25 000€
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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@, 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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