Financial Operations Specialist at TalentBridge in Fort Mill, South Carolina

Posted in Other 4 days ago.

Type: full-time





Job Description:

Kickstart Your Career in Financial Services!

Are you a recent college graduate eager to break into the financial services industry? A leading financial services company is offering an exciting opportunity for a Transition Support Specialist to join their team! This entry-level role provides hands-on experience in client communications, operational transitions, and institutional conversions-perfect for someone looking to build a strong foundation in the industry.

What You'll Do:

???? Support key client communication initiatives, including mailings for institutional conversions (e.g., Negative Consent Letters, Repapering).

???? Coordinate with print vendors and internal teams to ensure smooth transition processes.

???? Review and approve mailing components, including letters, inserts, and data files.

???? Track and manage undeliverable communications to ensure client engagement.

???? Submit and manage document requests for conversion and de-conversion projects.

???? Oversee work requests related to department projects and regulatory requirements.

???? Act as a central point of contact for workflow coordination, approvals, and issue resolution.

What You Bring:
  • Bachelor's degree required (Finance, Business, Communications, or related field preferred).
  • Strong organizational skills and ability to multitask in a fast-paced environment.
  • Sharp attention to detail and problem-solving mindset.
  • Excellent communication skills for working with vendors and internal teams.
  • Interest in financial services-experience in client communications or document processing is a plus!
  • Familiarity with financial software systems (not required but a bonus!).

Why Join Us?

This is an amazing opportunity to launch your career in financial services with a company that values growth and development. You'll gain real-world experience, work alongside industry professionals, and contribute to high-impact projects.
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