What are the responsibilities and job description for the Financial Services Consultant position at Pivotal Finance?
Overview
Pivotal Finance is a leading provider of fractional accounting and tax solutions. Our mission is to deliver exceptional service and contribute meaningfully to the success of every business we serve.
Job Description
We are seeking a highly skilled Financial Services Consultant to join our team. As a trusted advisor, you will work closely with clients to understand their financial needs and develop tailored solutions to drive growth and profitability.
Requirements
To be successful in this role, you will need:A Bachelor's degree in Business, Accounting, or related field. Proven experience in client management, account management, or a related role. A strong understanding of accounting and financial services. Tax planning experience is a plus. The ability to learn new accounting and tax systems.
Pivotal Finance is a leading provider of fractional accounting and tax solutions. Our mission is to deliver exceptional service and contribute meaningfully to the success of every business we serve.
Job Description
We are seeking a highly skilled Financial Services Consultant to join our team. As a trusted advisor, you will work closely with clients to understand their financial needs and develop tailored solutions to drive growth and profitability.
- Develop and implement account plans to strategically manage and grow client portfolios.
- Monitor client engagements to ensure quality service delivery and client expectations are met.
- Build and maintain strong relationships with existing clients, ensuring their satisfaction with our services.
Requirements
To be successful in this role, you will need:
