What are the responsibilities and job description for the Financial Services Coordinator position at Service Specialists, ltd?
We are recruiting for a detail-oriented and customer-focused professional to join an awesome team as a Financial Services Assistant / Account Manager / CSR. In this role, you will provide administrative and client support, manage case files, and ensure seamless communication between clients, advisors, and financial institutions.
Key Responsibilities:
- Assist with client onboarding, account management, and case processing
- Coordinate and track financial applications, documents, and approvals
- Serve as a primary point of contact for client inquiries and service requests
- Maintain accurate records and ensure compliance with industry regulations
- Support financial advisors with scheduling, reporting, and client follow-ups
Qualifications:
- Strong organizational and multitasking skills
- Excellent communication and customer service abilities
- Experience in financial services, insurance, or a related field preferred
- Proficiency in CRM systems and Microsoft Office Suite
This is an excellent opportunity for a proactive and detail-driven individual to grow within a dynamic financial services team.
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- Health insurance
- Paid time off
Ability to Relocate:
- Ridgeland, MS 39157: Relocate before starting work (Required)
Work Location: In person
Salary : $45,000 - $55,000
