Financial Services Professional

Job Title: Financial Services Professional

Job Summary

As a seasoned Financial Services Manager, you will be responsible for overseeing the day-to-day operations of our financial services department. This role requires strong leadership skills, excellent communication abilities, and a passion for delivering exceptional customer experiences.

About the Role

This position involves managing a team of professionals who are dedicated to providing top-notch service to our clients. You will be responsible for ensuring that all financial transactions are processed accurately and efficiently, while also maintaining a high level of customer satisfaction.

Key Responsibilities

• Manage a team of financial services professionals
• Oversee daily operations of the financial services department
• Develop and implement strategies to improve customer satisfaction and retention
• Collaborate with cross-functional teams to achieve business objectives

Requirements

• 1 year of experience as a Financial Services Manager
• Strong leadership and communication skills
• Ability to analyze complex financial data and make informed decisions
• Proficiency in software applications such as SERTI - Admin, Merlin (Sales), and Activix - CRM

Qualifications

• Organized and detail-oriented
• Positive attitude and strong work ethic
• Ability to work in a fast-paced environment

Working Conditions

• Monday to Friday, 8am-4pm
• Competitive compensation package
• Ongoing training and development opportunities
• Disability insurance
• Medical and paramedical expense insurance
• Life insurance plan
• Paid sick days off