Client Support Specialist in Financial Services
3 weeks ago
At David Allen Financial Services, we are committed to delivering exceptional financial solutions tailored to the needs of individuals and enterprises. As we expand our workforce, we are excited to present various career opportunities within our Financial Services department.
- Job Type: Multiple positions are available at our main office as well as in our other locations.
- Objective: The primary goal of this position is to assist the Financial Services Team in providing compliant and high-caliber service to our clientele, while also contributing to business growth and innovation.
- Key Responsibilities:
- Drafting reports and ensuring adherence to compliance regulations
- Managing business submissions and monitoring their status
- Preparing documentation for client assessments
- Engaging with clients, providers, and financial professionals
- Assisting Financial Advisors and playing a role in business development initiatives
- Perks: We provide a competitive salary, flexible working arrangements, complimentary financial consultations, and opportunities for professional advancement within the organization.
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