Financial Services Coordinator Specialist

2 weeks ago


Warrington, Pennsylvania, United States Financial Servies Full time
Job Overview

We are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our organization, you will play a vital role in providing exceptional customer service and support to our clients.

The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Salary and Benefits

We offer a competitive base salary of $60,000 per year, plus a lucrative bonus structure that rewards outstanding performance.

In addition to your salary, you will also enjoy a range of benefits, including:

  • Paid time off and holidays
  • Healthcare coverage (medical, dental, vision)
  • Insurance plans
  • Opportunities for professional growth and development
Job Responsibilities

As a Financial Services Specialist, you will be responsible for:

  • Conducting cost analysis on financial programs and operations
  • Resolving customer issues and concerns
  • Preparing client reports and presentations
  • Researching and servicing accounts as requested
  • Collaborating with colleagues to achieve business objectives
Required Skills and Qualifications

To be successful in this role, you will need:

  • A degree in Finance, Business Management, Accounting, or Administration
  • At least 1 year of experience working in a customer-facing role
  • Advanced spreadsheet skills and proficiency in Microsoft Office
  • Excellent communication and interpersonal skills
Mission and Values

Our mission is to provide personalized financial services that meet the unique needs and goals of our clients. We value integrity, professionalism, and teamwork, and we are committed to delivering exceptional results in a fast-paced and dynamic environment.



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