Financial Operations Specialist

2 weeks ago

Farmington, Connecticut, United States Apex Systems Full time

Position Title: Financial Operations Specialist

Compensation: $28/hr.

Role Overview:

This role serves as the primary contact for clients initiating financial operations requests through designated communication channels for high-value clients. The specialist is responsible for the comprehensive processing of straightforward requests while collaborating with other departments as necessary. The position may involve working closely with internal teams to guarantee the effective execution of financial services.

Key Responsibilities:

- Oversee a dedicated communication channel, prioritize client inquiries, and implement applicable items; create tracking cases/packages for monitoring and resolution as needed.

- Receive and address operational requests and inquiries from internal stakeholders.

- Conduct basic research to respond to client questions and provide accurate information.

- Utilize various banking systems to assist clients with their requests.

Required Skills:

  • Client-centric approach with the capability to engage in discussions confidently.
  • Exceptional communication abilities.
  • Capacity to perform under pressure within a collaborative environment.
  • Aptitude for interacting with all organizational levels and individuals from diverse backgrounds.
  • Self-driven with the ability to work independently; adept at time management and escalation when necessary.
  • Prior experience in client service roles.

Other Qualifications:

  • Commitment to innovation and operational excellence.
  • Aims to introduce fresh ideas and perspectives to teams to foster innovation and unique solutions.
  • Excels in collaborating with diverse viewpoints to identify optimal solutions.
  • Experience in engaging with a varied client base to anticipate future business requirements – a continuous learner.
  • Dedication to challenging conventional practices and promoting positive change.
  • Active participation in collaborative initiatives to enhance tools, technology, and methodologies to better serve a dynamic client base.
  • Values diversity to effectively connect and address the varied needs of clients and employees globally.

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