What are the responsibilities and job description for the Financial Service Specialist position at Steele Financial Solutions NJ?
Company Description
We’re a small family business, but our office is a nonstop fast-pace environment. We believe in giving our clients the best service experience possible. That’s why we’re hiring for an additional financial services specialist to help support us and our clients.
Role Description
This is a full-time on-site role located in Cherry Hill, NJ for a Financial Service Specialist at Steele Financial Solutions NJ. The Financial Service Specialist will be responsible servicing clients by phone amd email, handling multiple finance-related tasks, communication with clients, and handling forms amd requests with the highest level of care amd accuracy.
Qualifications
- Financial Services customer expertise
- Strong communication skills
- Bachelor's degree in Finance, Business, Economics, or related field
- Licenses such as life, health and securities are a plus