Financial Services Specialist
NorthStar Financial Services Group, LLC Hebron, KY
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!
| Date Posted
May 16, 2019
| Date Closes
June 15, 2019
| Located In
| SOC Category