What are the responsibilities and job description for the Financial Services Specialist position at One Source Advisory?
Financial Services Specialist
Job Summary:
We are seeking a skilled and customer-focused Financial Services Specialist to join our team at One Source Advisory. In this role, you will provide expert support to clients and advisors. You will assist in assessing client needs, offering tailored solutions, and ensuring the highest levels of customer service. The ideal candidate will have a strong understanding of financial products, excellent communication skills, and a commitment to delivering exceptional service.
Key Responsibilities include client relationship management, preparing applications and servicing client accounts, assisting in creating financial plans, maintaining accurate and up-to-date client records and transaction documentation and addressing client inquiries, concerns, and complaints promptly and professionally. You must also be willing to participate in ongoing training and professional development opportunities.
Qualifications:
- Bachelor’s degree in finance, business, or a related field (preferred) or equivalent work experience.
- Strong knowledge of financial products, services, and regulations.
- Excellent interpersonal, communication, and written skills.
- Ability to work independently and as part of a team.
- Proficiency in financial software and tools.
- Relevant certifications (e.g., Series 7) are a plus. If not currently licensed, must be willing to obtain certification immediately
Key Competencies:
- Customer-focused mindset.
- Analytical thinking and problem-solving skills.
- Attention to detail and organizational abilities.
- Ethical and professional conduct.
Role is located in our Lutz, FL office
Salary and Benefits:
- Competitive salary based on experience.
- Comprehensive benefits package, including health insurance and retirement plans
Application Process: Interested candidates are encouraged to submit their resume and cover letter detailing relevant experience and qualifications to Katie Vickers at katie@onesourceadvisory.com
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Retirement plan
- Vision insurance
Ability to Commute:
- Lutz, FL 33549 (Preferred)
Ability to Relocate:
- Lutz, FL 33549: Relocate before starting work (Preferred)
Work Location: In person
Salary : $55,000 - $65,000