Financial Operations and Business Clients Coordinator for the investment house IBI
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Machine translation — original language: Hebrew.Show original
Management of VIP business and strategic client portfolios and continuous contact with senior levels and leading companies, while accompanying the client throughout their entire lifecycle in the company, from account opening to the execution of complex financial and operational actions (such as deposits, withdrawals, FX conversions, and securities). Writing business activity summaries and horizontal conduct with the operations, trading, regulation, and compliance departments to ensure high-quality and continuous service.
About the role:
- Management and execution of complex operational requests (deposits, withdrawals, FX conversions, securities, etc.).
- Full responsibility for the correctness of documents, filling out forms, typing, data entry into systems, and task tracking with internal departments in the organization.
- Continuous accompaniment of VIP clients and large business entities throughout their lifecycle in the company (from account opening to ongoing operations).
- Management of internal interfaces with operations, trading, regulation, and compliance departments to ensure continuity and service quality.
Requirements:
- Bachelor's degree - Mandatory. (Advantage for a relevant field).
- Previous experience in financial operations Back Office / (bankers, stock exchange members, and financial entities) – Mandatory.
- Previous experience in customer service - Mandatory.
- Full command of English – Mandatory.
- Advanced command of Excel and fast learning ability of computerized systems - Mandatory.
- Thoroughness, multitasking, and the ability to work under pressure and multiple tasks.
Full-time and frontal position (Sun-Thu, 08:30–17:30) with overtime as needed.