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Financial Services Specialist

NorthStar Financial Services Group, LLC Hebron, KY

Job Description

Are you known for your outgoing personality and have the ability to relate easily to others? Do you give 110% customer service every day? Now hiring for a Financial Services Specialist! Work with clients on a daily basis and assist to solve any issues. 

What does this role do?

  • Process all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions
  • Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics
  • Meet or exceed all daily and monthly business measurements
  • Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams
  • Execute testing as required for business projects
  • Cross train as required to support all team activities and backup team members as needed
  • Ensure execution of all industry and compliance matters within the team 

Education and experience that is needed?

  • Degree in Business or Finance preferred, or equivalent experience in related financial field preferred
  • Minimum of 1 year relevant experience working within financial services strongly preferred
  • Proven ability executing to defined metrics and service measurements
  • Proficiency of MS office required. Along, with basic typing and computer navigation skills required
  • Internal Industry Certification must be obtained within the first 90 days of employment 

Also enjoy day one benefits, 3 weeks PTO, an everyday dress code and much more! Apply now to learn about your next career!


Job Details

Date Posted May 16, 2019
Date Closes June 15, 2019
Requisition oXt19fwk
Located In Hebron, KY
Department Client Services
SOC Category 00-0000.00