Twenty Financial Services are currently working with an up and coming Private Equity Investment Firm who are looking for a payments professional to join there Client Services & Data Team. If you have experience working with outbound payments and are good with Data and Excel, then this role is suited to you.
- Processing individual payments on HSBCNet
- Creating data in order to upload batch payments to multiple investors or intermediaries
- Inputting data in a timely and accurate manner to CRM system
- Identifying missing or incorrect data, and taking responsibility to ensure that it is either amended or reported to the necessary authority
- Learning to create reports on our CRM system, and developing an ability to manipulate and analyse to identify issues
- Assisting other employees to find and input the information they need
- Ensuring professional management and completion of tasks in a timely fashion
- Proficient use of Excel at an Intermediate/Advanced Level
- Experience in data entry
- Problem solving and analytical skills
- Previous experience in processing outbound payments
- Previous experience using Salesforce or other cloud-based CRM systems
- A willingness to keep up to date with developments in technology.
- A-Level in Maths or IT
If you are interested in this position, do send your CV