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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong operational support capabilities with a focus on client service, effective communication, and attention to detail in managing financial transactions and processes. Proficient in using CRM systems and Microsoft Office while maintaining accuracy and organization in a fast-paced environment.
Highest-signal resume keywords
Sales Support ExperienceClient-Focused Service OrientationProactive Problem-SolvingCross-Functional CollaborationTechnical Aptitude
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce/CRMMS OfficePayments ProcessesFinancial Markets KnowledgeData TrackingAccount SetupTransaction AccuracyReport PreparationOperational Process ManagementEscalation Management
Soft Skills
Clear CommunicationAttention to DetailTime ManagementOrganizational SkillsProblem-Solving
Industry Keywords
Financial InstrumentsClient RequestsOperational SupportSettlement ActivityRelationship Building
About the role
Key responsibilities & impact- Provide day-to-day operational support to the sales team
- Ensure client requests, internal tasks, and deliverables are followed through to completion
- Help resolve client and operational issues, working with the right teams and escalating where needed
- Liaise with Sales, Operations, Legal, Finance, Product, Privacy, and Risk
- Track client information and expiries, proactively flagging upcoming dates
- Support payment and settlement activity, resolve exceptions, and ensure funds move accurately and on time
- Help with account and user setup, including arranging client platform access
- Keep records accurate and up to date
- Prepare customer reports and share accurate, timely information with clients and internal stakeholders
Requirements
What you’ll need- Prior experience in an administrative, customer service, sales support, or operations role
- Comfortable using everyday computer systems and tools (e.g., Salesforce/CRM and MS Office), with the aptitude to pick up new platforms quickly
- Basic understanding of, or a strong interest in, payments and/or FX processes
- Familiarity with financial markets and instruments (e.g., spot, forwards, etc.) is helpful
- Willingness to learn how financial markets and instruments are traded and settled
- Proactive, can-do attitude and willingness to take ownership of tasks
- Clear, professional communication skills and confidence interacting with clients and colleagues
- Good problem-solving skills and strong attention to detail
- Well organized, with the ability to juggle multiple tasks and deadlines
- Strong operational mindset with ability to manage end-to-end processes
- Cross-functional collaboration and relationship building
- Technical aptitude and willingness to learn new systems
- Accuracy and attention to detail in financial transactions
- Client-focused service orientation
- Time management and prioritization skills
- Proactive problem-solving and escalation management
Benefits
Comp & perks- Competitive salary
- Great career growth and development opportunities in a global organization
- Corporate benefits
- Opportunity to work with a diverse, global team across 20+ countries
- Fast-paced, innovative environment with a growth mindset
- Inclusive culture that celebrates diversity and different perspectives
- Full training provided on payments and FX processes
- Health coverage
- Retirement savings options
- Paid time off
- Wellness resources
