What are the responsibilities and job description for the Client Service Specialist - Financial Services position at Katalyst Systems Impact?
Job Description
- Utilize financial expertise to anticipate client needs and offer tailored solutions.
- Earn trust and maintain long-term client relationships through exceptional follow-through.
- Collaborate closely with Financial Advisors and other Client Service Associates to deliver seamless client experiences.
The ideal candidate will have a minimum of eight years of experience in financial services or a related client service role, along with strong knowledge of investment products, financial markets, and regulatory compliance.
