What are the responsibilities and job description for the Risk Management Specialist position at Claire Myers Consulting?
Key Responsibilities:
- Manage investment and risk processing operations to ensure compliance with industry regulations and standards.
- Oversee client onboarding and account setup requirements to deliver exceptional client experiences.
- Provide ongoing account servicing and respond to client inquiries with a high level of professionalism.
- Collaborate with internal teams to achieve business objectives and maintain strong client relationships.
Qualifications:
- A minimum of 1-4 years of financial services experience (preferably as an investment sales producer).
- Experience in utilizing a planning process or methodology to drive business results.
- Proficiency in both brokerage and advisory platforms to provide expert guidance.
- Committed to professional development and certifications such as CLU, ChFC, or CFP.
