Financial Services Specialist

Industry

Financial Services

Advert ID

USA_606326

Location

Longwood

Job Type

Contract

Hours

Full-Time

Salary Range

USD18.00-20.00/hr

No. of Openings

1

Branch Information

Orlando, FL - North - (USA) 445 West State Road 436 Suite 1013 FL Altamonte Springs , FL 32701

ContactNumber

407-774-4242

Job Description

Job Title: Financial Services Specialist

Pay: $18.00/hr+

Type: Temp/Full-time



Located in Longwood, FL this temporary to permanent assignment is for a candidate to join a client-focused financial firm providing comprehensive Wealth Management Services - a team of professionals that provide personalized portfolios, host regular review meetings, and put care into everything they do.

Starting pay is $18.00/hr.



What you will do:

* Facilitates day to day standard transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions

* Enters and maintains appropriate client records, loan document preparation and assistance

* Responds to client requests for information and assists with general inquiries, within appropriate level of authority

* Supports sales efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials

* Collaborates with private wealth management and sales team to ensure client needs are fulfilled and promote business development opportunities

* Identify and own the client onboarding process

* Document client interactions and provide team with time sensitive updates

* Execute on team service model

* Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy

* Engage specialists/partners to address client's needs

* Identify and own the client off boarding process

* Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in CRM, and track all actions/activities to ensure highest level of client service

* Monitor and report on client satisfaction and manage the resolution of client escalations



What You Bring to the Job:

* Possess and demonstrate strong communication skills

* Ability to lead through collaboration and influence without direct authority

* Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once

* Thorough knowledge and understanding of the suite of Wealth Management products and services

* Proven ability to manage risk and support sound decisions

* Ability to research escalated client issues for response/resolution



Interested?

ManpowerGroup recognizes the importance of providing an accessible and barrier-free environment. We are committed to creating a welcoming, fair and inclusive environment by offering equal opportunity to access our services. At ManpowerGroup, we are committed to providing accommodations and will work with you to meet your needs.