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Client Financial Services Associate

Camali Financial Services
Orlando, FL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

The Client Financial Services Associate plays a key role in helping our clients achieve more with their finances. Our Associates deliver a fast and simple support experience with minimum effort from the client. This position focuses on providing outstanding client support and financial services advisement to all existing and new clients enrolled in our services.

As a Client Financial Services Associate you will:

  • Handle all client inquiries and any issues with excellent customer service skills and professionalism.
  • Support financial services enrollment by communicating with clients about debt settlement and other beneficial financial services available.
  • Foster and maintain strong relationships with clientele.
  • Gather and input client information into client management database software.
  • Remain in communication with clients from initial enrollment in debt-relief services through to final payment.

We're Looking for the following in our next Client Financial Services Associate:

  • Experience working in a client or customer-focused role.
  • Ability to be adaptable when working with different clients, showing compassion and empathy where necessary.
  • Education and/or formal training in the financial services sector is a plus.
  • Excellent communication skills.

For consideration for the Client Financial Services Associate position, submit a copy of your resume with your application. We thank all applicants for their interest in this position; however, only those selected for an interview will be contacted.

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Camali Financial Services


Orlando, FL
32819 USA


Finance and Insurance

View all jobs at Camali Financial Services