Related skills
slack data analysis google sheets jira excel📋 Description
- Collaborate with CX and Ops on transfers, risk, onboarding (LLCs/Estates).
- Resolve high-touch customer cases needing money movement knowledge.
- Partner with CX to deliver unified experience across Slack, Jira, Zendesk.
- Drive daily financial operations: process transactions and applications.
- Monitor risk across the business and respond to third-party requests.
- Troubleshoot issues and work with engineering to fix root causes.
🎯 Requirements
- Prior experience at a financial institution in ops, finance, investing, CX, or admin.
- Proficiency in Excel/Google Sheets; data analysis and reconciliation.
- Detail-oriented with excellent organizational skills.
- Quick learner; can solve problems with little guidance.
- Strong intuition; assess unclear situations; customer focus.
- Excellent written and verbal communication skills.
🎁 Benefits
- Medical, dental, vision; life and AD&D; STD/LTD; infertility support.
- Flexible paid time off and encouraged use.
- 7 Employee Resource Groups for community building.
- Opportunity to own and lead change; professional development.
- Lunch from in-house chef at NYC HQ.
- Development opportunities and growth.
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