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Financial Services Specialist

Claire Myers Consulting
Bedminster, NJ Full Time
POSTED ON 1/29/2025
AVAILABLE BEFORE 2/27/2025
Job Title: Financial Services Specialist

Job Summary: We are seeking a skilled Financial Services Specialist to join our team at Claire Myers Consulting. As a key member of our financial services department, you will be responsible for managing investment and risk processing operations, overseeing client onboarding, and providing exceptional client service.

Responsibilities:
  • Manage investment and risk processing operations.
  • Oversee client onboarding and ensure all account setup requirements are met.
  • Provide ongoing account servicing and respond to client inquiries.
  • Collaborate with internal teams to deliver exceptional client experiences.

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