Financial Services Operations Specialist

4 dni temu


Kraków, Lesser Poland TN Poland Pełny etat

HedgeServ, a leading global fund administrator, is dedicated to delivering exceptional investor services. Our team of experts provides customized solutions for clients' risk, portfolio management, and middle office needs.

We are seeking a highly skilled Financial Services Operations Specialist to join our Investor Services department in Poland. As part of our dynamic team, you will work closely with clients and investors to provide end-to-end industry-leading service using our proprietary technology.

Key Responsibilities:
  • Process investor transaction documents in accordance with fund documentation requirements.
  • Maintain capital activity reports and distribute them to clients on a periodic basis.
  • Complete and maintain AML requirements for all investor transactions.
  • Provide money movement notifications to clients and prepare wire instructions for money movements.
  • Serve as the daily client operational contact for investor servicing and maintain good relationships with clients.
Our Requirements:
  • A bachelor's degree in business, accounting, or finance.
  • At least one year of experience in the finance field.
  • Fluent English skills (minimum B2).
  • Strong analytical and problem-solving skills.
  • Excellent organizational skills and attention to detail.
What We Offer:
  • A professional environment with great development opportunities.
  • Training and development in various areas to ensure staff are constantly developing their skills.
  • Tuition policy with study leave and generous payment of related fees.


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