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Wealth Services Sales Support & Service Specialist
Assist Financial Consultants in managing their client appointment schedules effectively.
New York
Entry Level
$18.62-$24.00 USD per hour
1 week ago
Flagstar Bank
Flagstar Bank is a diversified consumer and commercial bank focused on client relationships.
1 Similar Job at Flagstar Bank
✨ About The Role
- The role involves providing administrative support to Financial Consultants in the Investment & Insurance Division.
- Responsibilities include scheduling client appointments and preparing financial reports to track progress.
- The position requires direct interaction with clients to address service inquiries and process transactions.
- The candidate will assist in training and supporting both licensed and non-licensed bankers on investment systems.
- The job includes creating and distributing educational materials for retail branch banking team members.
âš¡ Requirements
- The ideal candidate should possess strong organizational skills to manage multiple tasks efficiently.
- Excellent communication skills are essential for interacting with clients and supporting Financial Consultants.
- A proactive approach to problem-solving is necessary to identify and resolve customer account issues.
- Experience in administrative support roles, particularly in financial services, would be beneficial.
- The candidate should be comfortable working independently and as part of a team.
Wealth Services Sales Support & Service Specialist
New York
$18.62-$24.00 USD per hour
Sales
About Flagstar Bank
Flagstar Bank is a diversified consumer and commercial bank focused on client relationships.