This is a great opportunity to join a Client and Finance Department within an international financial and corporate services consultancy as a CRM on a remote basis. Ideally, you will be based in the UK or Europe and happy with the fully remote work option. The role reports to the Head of Treasury.
Role value is to ensure the transaction, communication with the client and the back office, and a timely transfer of information. The goal of the role (end result) is to ensure a closed transaction, making a profit from the sale of the company’s services, a satisfied client who will return for services.
Responsibilities
Communicate with the group’s clients online on all issues that arise regarding current and planned operations, document flow, mutual settlements and other client needs. Maximum response speed in accordance with company rules. Includes:
1. Support of key transactions
1. Control of funds entering the account
2. settlement operations, settlement of transactions (fixation of currency rates, calculation of interest)
3. Transfer of information for entering into the payment register in the group in Bitrix
4. Transfer of necessary information to the head of the treasury to complete the transaction (withdrawal amounts, crypto wallets, etc.)
5. Monitoring the execution of the transaction according to the DATE (issuance, transit), fixing the exchange rate for the client, timely receipt of ...