Financial Support Specialist

February 16

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CrewBloom

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CrewBloom is a matchmaking platform for high-performance global talent.

Business Development • Recruitment • Offshoring • Outsourcing • Remote Outsourcing

201 - 500 employees

📋 Description

• We are seeking a highly organized and detail-oriented Financial Support Associate to assist clients with financial transactions, inquiries, and account-related concerns. • The ideal candidate will support financial advisors and internal teams in a variety of functions, including preparing financial reports, processing transactions, ensuring compliance with financial regulations, and maintaining accurate client records. • This role requires strong communication, customer service skills, and a solid understanding of financial services. • Assist clients with financial transactions, inquiries, and account-related concerns. • Support financial advisors or registered representatives in preparing reports, documentation, and client communications. • Process and track investment transactions, payments, and reconciliations. • Ensure compliance with financial regulations, including FINRA and SEC guidelines (if applicable). • Maintain and update client records, financial statements, and account data. • Handle client onboarding, including gathering necessary documentation and verifying financial details. • Assist in preparing financial reports, statements, and presentations for internal and client use. • Coordinate with internal teams for billing, invoicing, and account maintenance. • Stay up-to-date with financial products, services, and regulations to provide accurate support. • Identify and escalate financial discrepancies or issues to senior management.

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred. • Experience in financial services, banking, or investment firms is a plus. • Strong proficiency in financial software, CRM tools, and Microsoft Office Suite. • Excellent communication and customer service skills. • High attention to detail and strong organizational abilities. • Ability to handle sensitive financial information with discretion. • Knowledge of investment products and financial regulations. • Experience working with brokerage firms, wealth management, or banking institutions. • Problem-solving skills and the ability to work in a fast-paced environment. • FINRA Series 7 and/or 63/66 licenses may be required, depending on the role and firm regulations.

🏖️ Benefits

• Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth. • Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field. • Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward. • Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards. • Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment. • Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.