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Financial Services Coordinator
3 weeks ago
As a Financial Services Coordinator, you will be responsible for supporting the delivery of high-quality financial services to our customers. This includes providing education on financial products and services, as well as making recommendations based on individual customer needs.
You will work closely with our sales team to identify opportunities to grow our business and improve customer satisfaction. In addition, you will be responsible for assisting with customer account management, including accepting payments and managing customer appointments.
To succeed in this role, you will need excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.
- Provide education on financial products and services to customers.
- Making recommendations based on individual customer needs.
- Assist with customer account management, including accepting payments and managing customer appointments.
- Support the sales team in identifying opportunities to grow our business and improve customer satisfaction.