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Job Description:
We're a world-class financial technology company that is passionate about what we do. Evolve has been voted a Top Workplace for the last seven years and has been named a Inc. 5000 fastest growing company. As an Evolve Financial Services Specialist in our world class customer support center you will have the opportunity to serve our Evolve legacy division clients, as well as, the end-users of our cutting-edge Fintech clients. Your role in delivering an amazing experience for these clients is at the leading edge of banking and financial technology. You’ll have the opportunity to interact and support clients through voice calls, emails, chat, SMS, social media and more using the latest technology and support tools. Inquiries will run the gamut across many banking products from checking accounts, cards, online banking, bill pay and much more! Because we provide service to the end-users of our clients, you will have the opportunity to be a brand ambassador for our Fintech – the experience you deliver directly influences our and their reputation and customer loyalty – a big responsibility. Specialists will work both individually and in a team environment to ensure customers’ banking and financial technology needs are recognized and efficiently met. Every customer interaction is considered an opportunity to deepen the bank/client relationships while delivering on Evolve’s brand.
Main Job Tasks and Responsibilities:
Education and Experience:
Key Competencies:
Full Time
$67k-83k (estimate)
04/25/2023
05/08/2024
The job skills required for Financial Services Specialist include Financial Services, Products and Services, Problem Solving, Written Communication, Customer Service, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Specialist positions, which can be used as a reference in future career path planning. As a Financial Services Specialist, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Specialist. You can explore the career advancement for a Financial Services Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Specialist job description and responsibilities
Analyze customer requirement to recommend suitable and customize financial products and solutions as per client’s financial status.
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Administer and perform various activities such as opening personal and business accounts, preparing and completing saving and other financial certificates and checking of accounts.
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May also assist students with questions, paperwork, requirements, as they relate to financial aid and student receivables.
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They also prepare and submit financial paperwork to government regulators.
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Evaluate and discuss options to assist clients to meet their financial and lifestyle goals as may be applicable.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Specialist jobs
But learning about the work of financial specialists begins with understanding the way their work has changed.
03/19/2022: Clarksville, TN
Because of the complexity of their work, financial specialists usually need at least a bachelor’s degree to get an entry-level job.
05/01/2022: Albany, NY
Knowledge of governmental financial processes and systems would give you advantage.
02/11/2022: Macon, GA
Knowledge of methods for locating, compiling, organizing, and analyzing financial data are needed for this position.
03/16/2022: Provo, UT
Understanding of financial and accounting principles are highly needed for this role.
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Step 3: View the best colleges and universities for Financial Services Specialist.