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Metro-based generalist client-servicing role with broad finance skills attracts many applicants.
Requires investment accounting knowledge, somewhat specialized but transferable across financial services.
No explicit years but requires investment accounting knowledge and accuracy, moderately tightening filters.
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Provide operational support and manage client inquiries related to investment accounting, asset classes, and financial markets.
Deliver accurate and timely information on financial statements and reporting, ensuring efficient resolution of client queries.
Perform operational tasks such as account setup, compliance, reconciliation validation, and collaborate with clients to enhance their experience.
Bachelor’s degree or higher in Accounting or Financial/Business-related field.
Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Finance and/or accounting experience preferred but not strictly stated as mandatory.
Strong computer skills including proficiency in Microsoft Office.
Experienced in client-facing roles within investment accounting or financial services environments where managing inquiries and operational tasks is key.
Comfortable navigating internal tools and reconciling investment data against third-party market sources.
Able to prioritize workload based on productivity and quality metrics while effectively collaborating with internal teams and clients.