Financial Operations Specialist Job at TalentBridge, Fort Mill, York County, SC

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  • TalentBridge
  • Fort Mill, York County, SC

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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