Jobs in Charlotte, NC

About the role

I'd love to discuss the details with you so that we can help you achieve your career goals. Please feel free to contact me anytime. Thanks!

What you'll bring

• BA/BS degree required
• BA/BS Degree
• Technical Skills: Microsoft Suite with an emphasis on Excel
• Strong client service skills: The department is extremely "client service focused" and has a great deal of interaction with clients, Sales and Trading and Middle Office globally, thus requiring a confident and professional telephone and email etiquette
• Strong aptitude for attention to detail and customer service
• Strong negotiation skills with the ability to influence across the organization
• Time management/organization skills: The department has peak periods where volumes are high — during these periods it is imperative that all individuals are able to manage their workload effectively and prioritize as necessary
• Strong analytical and problem solving skills with the ability to interpret large amounts of information and its impact in operational areas
• Teamwork: The department has to work efficiently as a team to function.
• It is essential that each individual member shares information with the rest of the team and can communicate and maintain strong working relationships
• Financial Client Service experience
• 2+ years of client services and/or valuations/pricing experience preferable

Benefits

Locations