CrewBloom

Financial Support Specialist

CrewBloom

Overview

Role involves assisting clients with financial transactions and supporting financial advisors.

Ideal candidate should have a bachelor's degree and experience in financial services.

Only candidates from Pakistan, Philippines, India, and South Africa are considered

remoteEnglishfinancial softwareMicrosoft Office

Locations

  • Pakistan
  • Philippines
  • South Africa
  • India

Requirements

  • Bachelor's degree preferred
  • Experience in financial services is a plus
  • Strong proficiency in financial software and Microsoft Office
  • Excellent communication and customer service skills
  • High attention to detail
  • Ability to handle sensitive financial information

Responsibilities

  • Assist clients with financial transactions
  • Support financial advisors
  • Process investment transactions
  • Ensure compliance with regulations
  • Maintain client records
  • Handle client onboarding
  • Prepare financial reports
  • Coordinate with internal teams

Benefits

  • Dynamic team culture
  • Opportunities for learning and innovation
  • Career growth resources
  • High-energy atmosphere
  • Flexibility to work from home
  • Work-life balance