Financial Support Specialist
5 days ago
At MERJE, we're seeking a skilled Financial Support Specialist to join our team. This role is perfect for individuals with a passion for wealth management and exceptional analytical skills.
The estimated salary for this position is $60,000 - $80,000 per annum, depending on location and experience.
About the Role
We're looking for a highly motivated individual who can provide exceptional support to our advisers. Your key responsibilities will include:
- Servicing existing business to ensure client satisfaction and loyalty
- Managing platform-based work to drive efficiency and productivity
- Conducting illustrations to inform client decisions
- Maintaining direct client contact to build strong relationships
- Supporting advisers with information analysis and research to drive business growth
Required Skills and Qualifications
To succeed in this role, you'll need:
- Relevant experience in wealth management, preferably in a similar capacity
- Strong analytical and research skills to drive informed decision-making
- Excellent communication and client service skills to build trust and rapport
- Platform-based work experience to manage complex systems
About MERJE
At MERJE, we pride ourselves on creating opportunities for talented individuals to grow and thrive. If you're passionate about finance and committed to delivering exceptional results, we want to hear from you.
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