Financial Specialist - Financial Connect

VirtualVocations
Salt Lake City, Utah, United States
Full-time
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A company is looking for a Financial Specialist.Key Responsibilities : Telephonically provide financial resources and information to clients on budgeting, debt management, taxes, and retirement planningFollow up with client concerns in a timely mannerAssist in developing and implementing new services and products for clients' financial navigationRequired Qualifications : Bachelor's Degree in Finance, Business, or AccountingProficiency in Microsoft Office SuiteMotivated self-starter with strong customer service focusQuick thinking, high energy, positive, and professionalDemonstrated multi-tasking and critical thinking skills

23 days ago
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