Finance Operations Specialist — Client Support & Margin

Vertisystem; Baltimore (MD); On-site; USD 40,000 - 60,000; Full time

Job summary

Vertisystem in Baltimore, MD is looking for candidates with a recent degree in Accounting or finance. The role involves processing paperwork, supporting client services, and ensuring document accuracy, requiring strong communication and financial knowledge.

You'll work within a team of analysts, managing tasks like daily margin calls and client requests. This position offers a great opportunity for recent graduates looking to start their career in finance.

Qualifications

• Recent degree in Accounting or finance is preferred.
• Strong written and verbal communication skills are essential.
• Good knowledge of the financial services field is required.

Responsibilities

• Process incoming and outgoing paperwork including mail and facsimiles.
• Support client service associates and operational personnel.
• Check inbound client documents for accuracy.
• Notate all activities on the account and submit forms for processing.
• Make outbound contact with clients about paperwork.
• Define and prioritize project activities and follow up on progress.
• Respond to client requests accurately and promptly.

Skills

Written communication

Verbal communication

Problem-solving

Flexibility

Knowledge of financial services

Education

Recent degree in Accounting or finance

Tools

MS Excel

Job description

Vertisystem in Baltimore, MD is looking for candidates with a recent degree in Accounting or finance. The role involves processing paperwork, supporting client services, and ensuring document accuracy, requiring strong communication and financial knowledge.

You'll work within a team of analysts, managing tasks like daily margin calls and client requests. This position offers a great opportunity for recent graduates looking to start their career in finance.