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Settlement & Reconciliation Analyst
Résumé du poste
A financial services company in Leeds is seeking a candidate for a key operational role focused on daily reconciliation, customer support, and compliance management. The successful applicant will manage exceptions, resolve issues related to settlement processes, and provide exceptional support to both internal and external stakeholders. Candidates should possess strong analytical skills, customer-facing experience, and proficiency in tools like Salesforce and Excel. This role demands excellent attention to detail and the ability to work under pressure.
Qualifications
- Ability to interrogate complex data and interpret information.
- Experience in customer facing operational support role.
- Ability to manage multiple competing priorities under pressure.
Responsabilités
- Perform daily reconciliation of safeguarded accounts.
- Monitor and track exceptions from settlement processes.
- Resolve customer enquiries via Salesforce.
Connaissances
Outils
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.