Entry-Level Finance Assistant: Debt Solutions & Growth

Royal Promotions and Marketing, Inc.; Florida; On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Career development events

Supportive leadership

Collaborative team environment

Job summary

Royal Promotions and Marketing, Inc. in Florida is looking for an Entry Level Finance Assistant to engage with clients and support their financial goals. You will communicate with clients to assess their needs and advise them on banking and debt management.

This role involves resolving complex client accounts and contributing to their financial education. Ideal candidates should be passionate about customer service, possess problem-solving skills, and be digitally savvy.

Join a dynamic team dedicated to making a difference in people's financial lives.

Qualifications

• Passionate commitment to helping our customers.
• Resourceful self-starter with courage to approach customers.
• Strong interpersonal skills to build rapport.
• Basic knowledge of specialized sales and banking solutions.
• Digitally-savvy in identifying financial alternatives.

Responsibilities

• Communicate with clients to understand their financial needs.
• Resolve accounts where debt collection efforts have escalated.
• Proactively prevent further client debt problems.
• Advise clients on financial and debt management solutions.
• Gather and submit documentation for account payments.

Skills

Customer service

Financial knowledge

Problem-solving

Interpersonal skills

Job description

Royal Promotions and Marketing, Inc. in Florida is looking for an Entry Level Finance Assistant to engage with clients and support their financial goals. You will communicate with clients to assess their needs and advise them on banking and debt management.

This role involves resolving complex client accounts and contributing to their financial education. Ideal candidates should be passionate about customer service, possess problem-solving skills, and be digitally savvy.

Join a dynamic team dedicated to making a difference in people's financial lives.