Business Associate jobs in United States
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Experior Financial Group ยท 6 hours ago

Business Associate

Experior Financial Group Inc. is a Canadian-owned company with over 30 years of experience in the financial services industry. They are seeking a part-time Business Associate to collaborate with team members in supporting client financial solutions and delivering customer service excellence.

Financial ServicesInsuranceLife Insurance
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Growth Opportunities

Responsibilities

Collaborating with team members to support client financial solutions
Analyzing financial data
Providing insightful recommendations
Delivering customer service excellence
Managing and building relationships with clients
Supporting team goals
Working to achieve personal professional growth within the field of financial services

Qualification

Analytical SkillsFinance KnowledgeBusiness PrinciplesCustomer ServiceCommunication SkillsFinancial Services ExperiencePost-secondary EducationOrganizational SkillsInitiative

Required

Strong Analytical Skills and a basic understanding of Finance concepts
Knowledge of Business principles and ability to apply these skills effectively
Excellent written and verbal Communication skills
Customer Service skills and the ability to foster positive client relationships
High level of initiative, organizational skills, and the ability to work independently in a remote setting
Access to reliable internet and necessary tools for remote work

Preferred

Previous experience in financial services or relevant industries is a plus
Post-secondary education in Finance, Business, or a related field is an advantage

Company

Experior Financial Group

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Experior Financial Group offers brokerage, insurance, investment solutions, and other financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Debra F. Davis
CEO of Rise Ujamaa Inc.
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Mr. Lekol Elijah Pie MBA
EXECUTIVE DIRECTOR @ EXPERIOR FINANCIAL GROUP
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Company data provided by crunchbase