Senior Accounting Specialist Kforce Inc.
Jacksonville, FL2 days ago
- $59,075–$79,925
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Skills
- Banking Servicesunmatched
- Claims Processingunmatched
- Communication Skillsunmatched
- Customer Support/Serviceunmatched
- Financial Planningunmatched
- Financial Regulationsunmatched
- Financial Strategyunmatched
- Investment Servicesunmatched
- Maintain Complianceunmatched
- Onboardingunmatched
- Presentation/Verbal Skillsunmatched
- Regulatory Complianceunmatched
- Regulatory Requirementsunmatched
- Resolve Customer Issuesunmatched
- Series 66unmatched
- Series 7unmatched
- Strategic Planningunmatched
- Time Managementunmatched
- Writing Skillsunmatched
Description
Title: Business Specialist - Senior
Location: Jacksonville, FL
Employment Type: Contract (3) Days a Week - Hybrid
Compensation:
Pay Range: $43.48-$44.00 Per HR
Job Summary:
• Join our team as a Business Specialist in a hybrid setting in Jacksonville, FL.
• This contract role involves servicing and supporting clients, with a focus on investment and banking solutions.
• The ideal candidate will handle client inquiries, ensuring compliance with financial regulations, and leverage digital technology platforms.
Key Responsibilities:
• Service and support investment and banking clients with professionalism.
• Match clients with suitable products and services, emphasizing digital solutions.
• Provide timely responses to client service requests via phone or email.
• Handle customer claims and complaints in line with regulatory requirements.
• Refer opportunities to relevant partners when appropriate.
Qualifications:
• 0-2 years of relevant experience in customer service, preferably in investments.
• Basic understanding of investment and financial planning strategies.
• Strong communication skills, both verbal and written.
• Ability to work independently and make decisions within established guidelines.
• Active Series 7 & Series 66 licenses required.
Contact Information:
Monika Sehgal, MSehgal@itmmi.com
Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks
Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4
EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement
#LI-MS1
Location: Jacksonville, FL
Employment Type: Contract (3) Days a Week - Hybrid
Compensation:
Pay Range: $43.48-$44.00 Per HR
Job Summary:
• Join our team as a Business Specialist in a hybrid setting in Jacksonville, FL.
• This contract role involves servicing and supporting clients, with a focus on investment and banking solutions.
• The ideal candidate will handle client inquiries, ensuring compliance with financial regulations, and leverage digital technology platforms.
Key Responsibilities:
• Service and support investment and banking clients with professionalism.
• Match clients with suitable products and services, emphasizing digital solutions.
• Provide timely responses to client service requests via phone or email.
• Handle customer claims and complaints in line with regulatory requirements.
• Refer opportunities to relevant partners when appropriate.
Qualifications:
• 0-2 years of relevant experience in customer service, preferably in investments.
• Basic understanding of investment and financial planning strategies.
• Strong communication skills, both verbal and written.
• Ability to work independently and make decisions within established guidelines.
• Active Series 7 & Series 66 licenses required.
Contact Information:
Monika Sehgal, MSehgal@itmmi.com
Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks
Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4
EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement
#LI-MS1
Numbers & Facts
| Location | Jacksonville, FL |
| Industry | Staffing/Employment Agencies |
| Salary | $43.48–$44 Per Hour |
| Company Size | 100 to 499 employees |
| Year Founded | 1984 |
| Website | https://www.mitchellmartin.com |
About Company
OUR FOCUS IS GROWTH
It’s not just about filling job openings. It’s about enabling growth and inspiring success. That’s what we do.
Mitchell Martin is one of the nation’s largest staffing companies, with offices throughout the US as well as in India and the Philippines. We help drive success for both people and companies by helping them achieve positive growth. We do this by building strong relationships and developing a deep understanding of the people we work with, in order to facilitate the best matches for both sides of the equation.
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