Financial Services Administrative Specialist

Insight Global; Mooresville (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services consulting firm seeks a Financial Services Support Associate to provide administrative and client service support in a fast-paced environment. Responsibilities include managing client data, processing service requests, and ensuring compliance with application requirements. Ideal candidates should possess strong communication skills, detail orientation, and proficiency in Microsoft Office and CRM systems. This role offers potential for growth in the financial advisory sector.

Qualifications

• Experience working within CRMs and online forms.
• Strong computer skills and digital file management experience.
• Customer service experience, particularly in financial services.

Responsibilities

• Serve as primary contact for clients and support communication.
• Manage client data and schedule review meetings.
• Maintain accurate records in CRM and client management systems.
• Process service requests and assist with new business applications.

Skills

Strong customer service skills

Attention to detail

Proficiency in Microsoft Office

Strong organizational abilities

Education

College degree or equivalent experience

Tools

CRM systems

Cloud-based applications

E-signature tools

Reporting platforms

Job description

A financial services consulting firm seeks a Financial Services Support Associate to provide administrative and client service support in a fast-paced environment. Responsibilities include managing client data, processing service requests, and ensuring compliance with application requirements. Ideal candidates should possess strong communication skills, detail orientation, and proficiency in Microsoft Office and CRM systems. This role offers potential for growth in the financial advisory sector.