Job Title:
Financial Operations Specialist
We are seeking a highly motivated and skilled professional to join our Brokerage Desk team. As a Financial Operations Specialist, you will play a vital role in supporting the sales team by delivering exceptional client service, identifying client needs, and offering tailored solutions.
Key Responsibilities:
* Deliver timely and accurate support to the sales team, ensuring seamless execution of trades.
* Collaborate with internal teams to identify opportunities for process improvements and implement effective solutions.
* Stay current on financial markets, trading products, and industry developments to provide expert guidance to clients.
* Manage multiple priorities effectively in a fast-paced environment, prioritizing tasks to meet deadlines.
Requirements:
* Proven experience in client service and/or sales support roles, with a strong track record of delivering results.
* Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
* Business-minded, proactive, and focused on delivering solutions that exceed client expectations.
* Proficient in MS Office tools and digital workflows, with the ability to learn new technologies quickly.