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Client Financial Services Specialist

2 months ago

Spartanburg, South Carolina, United States Find Great People | FGP Full time

Key Responsibilities

  • Collaborate with clients and team members to ensure accurate account setup and necessary documentation.
  • Organize and prepare for client consultations; input and manage client information in financial planning and portfolio management software, generate reports and other necessary outputs.
  • Keep detailed records from client discussions; oversee projects related to financial strategies, investment guidelines, and additional outputs.
  • Support daily client service inquiries; proactively address client issues and concerns.
  • Perform administrative tasks such as managing phone communications, mailing, filing, and processing documentation.
  • Adhere to all industry standards, regulations, and company policies.

Qualifications

  • Desired Bachelor's or Associate Degree.
  • Proficient in Microsoft Word and Excel.
  • Exceptional attention to detail, strong follow-up capabilities, and the ability to think critically and resolve issues.
  • Outstanding interpersonal, organizational, and client service abilities; effectively collaborate in a team-oriented environment.
  • Adept at planning, organizing, prioritizing, and executing multiple projects and tasks; demonstrated ability to perform under pressure and adapt swiftly to changes.
  • Strong technical skills; capable of quickly mastering new software applications.