Financial Services Support Specialist
10 hours ago
We are seeking a highly organized and detail-oriented Financial Services Support Specialist to join our team at Perigon Group. As a key member of our client operations team, you will play a critical role in ensuring the seamless execution of investor transactions, managing client relationships, and collaborating with service providers.
Key Responsibilities:
- Vendor Management: Support and monitor vendor relationships and performance to ensure high standards of accuracy and service quality.
- Client Support: Assist clients with fund applications and manage investor inquiries, providing timely and accurate responses.
- Transaction Processing: Track deliverables and process client instructions accurately, ensuring timely completion of tasks.
- Team Collaboration: Collaborate with internal teams to enhance service delivery and resolve issues efficiently.
- Process Improvement: Contribute to process improvements, investor statement management, and procedural documentation to optimize business operations.
About You
We are looking for an excellent communicator and proactive problem-solver with strong organizational skills. You thrive in fast-paced environments, consistently deliver high-quality results, and bring a keen eye for detail. Experience in financial services is preferred.
Qualifications:
- A Bachelor's degree in Business, Finance, or a related field (preferred)
- Experience in client services or customer support, ideally in financial services
- Proficiency in MS Office, particularly Excel, and adaptability to new systems
Estimated Salary: $60,000 - $80,000 per annum, depending on location and experience.
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