Financial services specialists are in charge of providing sound financial advice and offering services to clients on behalf of their organization. They are responsible for providing excellent customer service and performing relevant administrative tasks (such as completing and filing financial requests) on behalf of their clients. They must be able to clearly explain financial concepts to individuals with no financial background, as well as interview clients and review written and oral information received from clients.
Financial Services Specialist Tasks
Communicate financial information to internal partners.
Provide financial analysis to upper management consistent with company goals.