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Financial Services Specialist

NorthStar Financial Services Group, LLC Hebron, KY
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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!



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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
Location