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Financial Services Expert

2 semanas atrás

Buenos Aires, Brasil beBeeFinancialAnalyst Tempo inteiro US$70.000 - US$95.000

As a Trade Lifecycle Specialist, you will be responsible for fail management activities and operational procedures for an assigned portfolio of clients.

This role involves managing communication, maintaining client expectations, and resolving issues. You will serve as the primary point of contact for each unmatched or failing trade and participate in joint calls with clients and senior managers to strengthen relationships, address issues, and improve daily processes.

Key Responsibilities
  • Partner with a Client Service Middle Office team to understand client issues and provide timely follow-up
  • Resolve issues by identifying underlying problems and patterns
  • Build knowledge of financial products and services
  • Serve as a liaison between teams to provide exceptional service to clients and stakeholders
  • Identify and control risk to prevent operational risks and avoid financial losses
  • Prioritize daily workload to maximize productivity using time management and organizational skills
  • Follow established policies, procedures, and practices
Requirements
  • Excellent communication skills both written and verbal
  • Relentless learner with an aptitude for assimilating new industry, company, product, or technical knowledge
  • Highly organized with ability to manage competing priorities
  • Demonstrated professional presence with ability to adapt to evolving needs and situations
  • Proficient PC skills including Microsoft Office
Benefits
  • Flexible work arrangements and work tools
  • Generous vacation and paid leave provisions
  • Medical coverage for employees and their families
  • Employee Assistance Program
  • Wellness programs and language classes
About Us

We are a global leader in financial services, providing strategic advice and products to corporations, governments, and institutional investors. Our approach is centered around building trusted, long-term partnerships with our clients.

We value diversity and inclusion in our workplace and strive to create an environment that fosters growth and development.