Client-Focused Financial Operations Specialist

Vaco by Highspring; Raleigh (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) retirement plan

Discretionary bonuses

Job summary

A distinguished consulting firm in Raleigh is recruiting a Financial Operations Associate to support client lifecycle and operational tasks. This high-visibility role requires 5-10+ years in administration or client service, with a focus on accuracy in reporting. Ideal candidates will possess strong communication skills and meticulous attention to detail. The position offers competitive compensation, potential bonuses, and benefits including medical and retirement plans.

Qualifications

• 5-10+ years of experience in administration, operations, or client service roles.
• Experience in consulting services or financial services required.
• Excellent attention to detail and follow-through across multiple workflows.
• Strong written and verbal communication skills.

Responsibilities

• Prepare and deliver recurring and ad hoc reports.
• Handle daily operational tasks including document management.
• Serve as a first point of contact for clients.
• Facilitate account activities and maintain documentation.
• Assist with special projects and administrative tasks.
• Maintain updated client records and assist with meeting prep.

Skills

Performance analysis

Administration

Operations

Attention to detail

Communication skills

Job description

A distinguished consulting firm in Raleigh is recruiting a Financial Operations Associate to support client lifecycle and operational tasks. This high-visibility role requires 5-10+ years in administration or client service, with a focus on accuracy in reporting. Ideal candidates will possess strong communication skills and meticulous attention to detail. The position offers competitive compensation, potential bonuses, and benefits including medical and retirement plans.