Financial services jobs
On-site
Core
Support members and clients by providing financial solutions, guiding them on technological tools for transactions, and assisting with fraud or irregularities.
Role type
Member/client sales and service professional
Builds
Financial solutions and service delivery for members and clients
Domain
Financial services
Deliverable
client delivery
Required skills
Customer service, fraud handling, business relationship management, collaboration with finance advisors
Responsibilities
Support members and clients with existing applications and technological tools, welcome customers and ascertain needs to direct them to appropriate assistance, contribute to business development, assist with fraud or irregularities, collaborate with personal finance advisors