Finance Operations Specialist — Client Support & Margin
Listed on 2026-10-31
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Finance & Banking
Banking & Finance, Accounts Receivable/ Collections, Financial Services
Proffered
- Recent degree in Accounting or finance.
JOB Responsibilities:
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· Processing incoming and outgoing paperwork including mail and facsimiles.
· support client service associates and operational personnel.
· Checking inbound client documents for accuracy.
· Notating all activities on the account, and submitting accurate forms for final processing to service center.
· make outbound contact both in writing and verbally with clients concerning paperwork.
· Requires ability to define and prioritize project activities and follow-up on project progress.
· Strong written and verbal communication skills.
· Strong working knowledge and proficiency in the appropriate computer programs such as MS Excel and database input are essential.
· good knowledge of financial services field.
· Must be able to learn quickly and to engage in a number of detailed tasks at once.
· Must have strong flexibility in regard to the duties assigned and problem-solving skills,
· can be able to work independently.
· Candidate will be responsible for the agreement and processing of daily margin calls with our Derivatives Clearing Clients, setting up payments and receipts of cash and collateral and monitoring them for settlement.
· Candidate will be expected to respond to client requests with accuracy and speed.
· will be part of a team of analysts and specialists operating within a region and for a particular product or functional process
QualificationsPreferred - Recent degree in Accounting or finance
Additional InformationAll your information will be kept confidential according to EEO guidelines.
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