Hybrid Associate, Financial Services

Posted 20 hours ago

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About the role

  • Associate in Financial Services supporting banks and law firms on PEXA Exchange. Engaging with customers and managing project change initiatives.

Responsibilities

  • Support a portfolio of Financial Services customers, including banks, national law firms, and mortgage processing providers, using the PEXA Exchange.
  • Act as a trusted point of contact for customers, providing operational guidance and resolving issues.
  • Contribute to complex change initiatives such as bank mergers, coordinating timelines, risks, dependencies, and stakeholder communications.
  • Deliver business-as-usual operational support, assist with onboarding activities, and maintain accurate documentation.
  • Help develop training materials and customer guidance while adhering to PEXA’s risk and governance frameworks.

Requirements

  • Experience supporting customers within financial services or regulated environments
  • Demonstrated project coordination or project management experience
  • Hands-on experience using the PEXA Exchange
  • Strong communication and stakeholder management skills
  • Ability to manage multiple priorities and deadlines
  • A proactive mindset focused on continuous improvement and customer outcomes

Benefits

  • Quarterly wellness days to recharge
  • Four weeks Workcation per year – work from an approved country
  • Take the opportunity to purchase up to four weeks additional annual leave per year
  • Learn from the best and upskill with PEXA Academy certifications and grow your career

Job title

Associate, Financial Services

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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