Financial Solutions Specialist

3 days ago


Tempe, Arizona, United States Achieve Full time
Join Our Team
Achieve is committed to building a diverse and inclusive workforce, where every employee has the opportunity to grow and develop their skills. As a Financial Solutions Specialist, you'll be part of a dynamic team that's passionate about empowering individuals to take control of their financial futures. With a focus on delivering exceptional customer service, you'll play a vital role in helping our members achieve their goals and overcome financial challenges. Whether you're just starting your career or looking for a new challenge, we invite you to explore this exciting opportunity and discover how Achieve can help you achieve your own financial goals.

Key Responsibilities
Your primary responsibilities will include:
* Communicating with members via phone and email to resolve customer issues and provide an optimal customer experience
* Working with clients to develop customized financial plans that meet their unique needs and goals
* Collaborating with your team to share knowledge and best practices, ensuring seamless delivery of services to our members
* Staying up-to-date with industry developments and trends to provide expert advice and guidance to our members
* Identifying opportunities to improve our services and processes, contributing to the continuous growth and development of Achieve

Requirements
To succeed in this role, you'll need to possess a strong understanding of financial products and services, preferably with experience in a related field such as banking, investments, or insurance. A bachelor's degree in a related field, such as business or finance, would be an asset, as would any relevant certifications or training in financial planning or wealth management.

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