Senior Accountant responsible for HGB financial reporting and client advisory in fast - growing consultancy. Collaborating with stakeholders and optimizing financial processes in a hybrid environment.
About the role
- Associate Manager for Financial Client Relations supporting multiple financial intermediaries. Focusing on client satisfaction and operational performance in a hybrid work setup.
Responsibilities
- Develops and maintains exceptional intermediary relationships.
- Provides and oversees support and service activities for a designated intermediaries or group of intermediaries, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction.
- Ensures quality service and operational performance within the parameters of program and delivery standards.
- Develops understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
- Acts as a primary point of intermediary contact to coordinate resolution of service incidents and escalation of technical issues.
- Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business.
- Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative.
- Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions.
Requirements
- Bachelor’s degree or equivalent work experience
- 5+ years of client facing work-related experience required, ideally in financial services, with a preference for experience in transfer agency.
- Excellent written and verbal communication skills
- Problem solving and numerical reasoning skills; ability to analyze data and take action
- Career oriented, highly motivated, and self-starting individual
- Ability to work in a fast paced, team environment
- Efficient time management with strong organizational skills
- Ability to quickly learn and adapt to new systems, processes, plans, and programs
- Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
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