Associate, Transaction Management Representative
Core
Support sales implementation processes including order execution, accurate billing, and system entry to ensure revenue realization while managing high-volume workflows.
Role type
Associate Transaction Management Representative
Builds
Sales fulfillment processes and standardized customer service for global capital markets clients
Domain
Capital markets / Financial services
Required skills
High-volume data management, Microsoft Excel (formulas, macros, pivot tables), regulatory compliance, cross-functional collaboration, English (fluent)
Preferred skills
Salesforce.com/CRM experience, capital markets knowledge, Hebrew (professional working proficiency)
Technologies
Microsoft Excel, Salesforce.com
Responsibilities
Execute orders and manage billing, handle transactional customer queries, maintain pricing strategy knowledge, ensure regulatory adherence, collaborate with sales and product teams
Seniority
Associate, 1-2 years experience