What are the responsibilities and job description for the Part-Time Financial Services Representative position at Crusader Financial Group, Inc.?
Company Description Crusader Financial Group, Inc. is a financial services company headquartered in Southampton, New York, serving individuals and businesses with a range of financial solutions. The firm focuses on helping clients make informed decisions about their financial futures through personalized guidance and service. Team members work in a professional environment where accuracy, integrity, and client trust are central to daily operations. The company values people who are motivated to learn, grow, and contribute to the long-term success of its clients and the organization.
Role Description The Part-Time Financial Services Representative role is an on-site position based in Rome, GA. In this role, the representative supports clients by answering questions about financial products and services, assisting with account setup and maintenance, and processing basic transactions and documentation. Daily responsibilities include communicating with clients in person and by phone, collecting and verifying necessary information, and ensuring all records are accurate and compliant with company policies. The representative may also help schedule appointments, prepare meeting materials, and provide administrative support to financial advisors. This part-time role is suited for individuals who are detail-oriented, comfortable with numbers, and committed to delivering professional client service.
Qualifications
- Ability to provide clear, professional client service and communicate financial information in an accessible way.
- Strong attention to detail for handling documentation, data entry, and transaction processing.
- Basic understanding of financial products, banking or investment services, or a strong interest in learning these areas.
- Proficiency with office software (e.g., spreadsheets, word processing, CRM systems) and comfort working with confidential information.
- Organizational skills to manage multiple client requests, appointments, and follow-up tasks.
- High level of integrity, reliability, and adherence to regulatory and company compliance standards.
- Prior experience in customer service, banking, or financial services is preferred but not required.
- High school diploma or equivalent required; additional coursework or certification in finance, business, or accounting is a plus.