Contractor
Posted 3 hours ago
Job description
Location: Memphis, TN or Dublin, OH
Duration: 7 Months
Requirements:
Open to Remote or hybrid - on-site at Memphis, TN or Dublin, OH (preferred) - Preferred CST HOURS
Job Description:
To serve as a financial liaison to internal and external business partners (e.g. clients, carriers, IT, client services, etc.); to provide support by assisting stakeholders and management with research, analysis, resolution, questions and concerns.
PRIMARY PURPOSE: To serve as a financial liaison to internal and external business partners (e.g. clients, carriers, IT, client services, etc.); to provide support by assisting stakeholders and management with research, analysis, resolution, questions and concerns.
ESSENTIAL FUNCTIONS and RESPONSIBILITIES
Maintains and analyzes accounts and financial data to ensure accounts and variances are accurately stated; and conducts timely reconciliations.
Performs root cause analysis and research to identify and resolve discrepancies.
Maintains effective and productive relationships with both internal and external business partners.
Handles incoming requests and communicates status/resolution to requestor and relevant stakeholders.
Serves as a financial liaison responsible for receivable and relationship management; partners with internal and external business partners.
Performs other duties as assigned
Supports the organization's quality program(s).
QUALIFICATIONS
Education & Licensing Bachelor's degree from an accredited college or university preferred.
Experience Four (4) years of experience in the accounting field or equivalent combination of education and experience required.
Skills & Knowledge
Excellent oral and written communication, including presentation skills
PC literate, including Microsoft Office products
Leadership/management/motivational skills
Analytical and interpretive skills
Strong organization skills
Excellent interpersonal skills
Excellent negotiation skills
Ability to work independently or in a team environment
Ability to meet or exceed Performance Competencies
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Financial Services Specialist?
A: To succeed as a Financial Services Specialist, key technical skills include proficiency in financial software and systems, such as accounting and financial planning tools, as well as knowledge of financial regulations and compliance. Soft skills like excellent communication, problem-solving, and analytical abilities are also crucial, enabling specialists to effectively advise clients, identify financial opportunities, and mitigate risks. By combining these technical and soft skills, Financial Services Specialists can provide high-quality support to clients, drive business growth, and advance in their careers.
Q: What is the career path for a Financial Services Specialist?
A: A Financial Services Specialist typically starts as an entry-level Financial Services Representative, providing customer support and processing transactions, before progressing to mid-level roles such as Financial Services Coordinator or Financial Services Analyst, where they develop expertise in financial products and services. As they gain experience, they can move into senior roles like Financial Services Manager or Financial Services Director, overseeing teams and driving business growth. Throughout their career, Financial Services Specialists can develop skills in areas like financial planning, risk management, and regulatory compliance, which can lead to long-term career prospects in leadership, consulting, or specialized roles like financial planning or wealth management.
