What are the responsibilities and job description for the Financial Services Coordinator position at TalentBridge?
TalentBridge is looking for a highly skilled Financial Services Coordinator to join its team. This role will involve providing critical services in the financial sector, ensuring smooth operations, and identifying areas for improvement.
Key Responsibilities:
- Act as a key point of contact for clients, managing a variety of requests and inquiries within the financial services space.
- Work closely with the supervisor to address complex issues and ensure client satisfaction.
- Proactively seek ways to optimize internal processes, making sure everything runs as efficiently as possible.
- Handle moderately complex support tasks, ensuring client issues are resolved accurately and in a timely manner.
- Liaise with internal teams to facilitate communication and gather necessary information to support clients.
Qualifications:
- 2 years of experience in client-facing roles, ideally in the financial services or brokerage industry.
- Proven ability to manage multiple tasks simultaneously while maintaining a high standard of service.
- Comfortable working independently while also being a collaborative team player.
- Strong problem-solving skills with a knack for improving processes.
- Excellent communication skills, both written and verbal, with the ability to handle client interactions professionally.
