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Become A Finance Service Specialist

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Working As A Finance Service Specialist

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Analyzing Data or Information
  • Deal with People

  • Mostly Sitting

  • Stressful

  • $71,550

    Average Salary

What Does A Finance Service Specialist Do At George Mason University

* The primary responsibility of the Grants Administrator will be to provide accurate, timely and professional post-award support services to faculty and staff in APTDIE.
* The position will be expected to process requests for grant-funded purchases, consultant agreements, hotel and catering arrangements, service agreements, travel requests, honorariums, participant support stipends, wire transfers, research subject payments, tuition waivers, and journal vouchers; prepare job offer letters for wage employees and funding change forms for labor distribution changes; enter EPAFs in Banner; and maintain personnel and financial spreadsheets and records.
* Another focus of this position is reconciliation of monthly expenditures for all grants and PI indirect funds to ensure all personnel and direct expenditure charges are correct, and that all required source documentation and approvals are on file.
* The incumbent will also assist with post-award project management tasks and attend post-award meetings with the CEHD research administration team.
* Pre
* Award Support Responsibilities:
* This position will also assist with pre-award and proposal tasks for APTDIE.
* The range of services includes assisting new and established Principal Investigators in understanding sponsored project requirements; university/agency fiscal policies and procedures; and the review of RFP, application and solicitation requirements.
* The incumbent will also assist Principal Investigators and the CEHD Senior Research Administrator with the development of proposal budgets; collection of required sub-award proposal documentation (e.g., budgets, budget justifications, scope of work) and commitment letters from partners and consultants; completion of required checklists; preparation of cost accounting exemption waiver documents and cost share requests; and any other supplementary sponsor/agency-specific proposal documentation needed for the accurate and timely submission of proposals

What Does A Finance Service Specialist Do At Dell

* Validate and process invoices from channel partners, EMC, and VMware
* Prepare and deliver financial contracts to DFS customers
* Actively work with customers to answer inquiries relating to channel invoices, financial contracts, and recovery of executed documents
* Ensure executed financial contracts are booked into system of record, funded and wired in a timely manner
* Maintain accurate administrative records relevant to the transaction, including critical customer and partner information
* Coordinate with cross functional teams regarding customer and partner accounts

What Does A Finance Service Specialist Do At Ulmer & Berne LLP

* Assist in trial preparation, witness preparation, and research.
* Prepare and organize all trial exhibits, files and all other supporting documents, coordinate trial set-up and logistics.
* Pull relevant documents, proofread papers, organize exhibits and create documents in preparation for trial and/or motion filing.
* Organize relevant documents for attorney review and case preparation.
* Conduct factual and legal research by interviewing clients and others associated with the case, looking through records, obtaining documents needed for the case and finding precedents.
* Prepare reports that may include reviewing and summarizing documents, summarizing progress made on case to attorney and filing documents per regulations to government agencies.
* Draft correspondence, pleadings, motions, briefs and many other documents needed in preparation for arbitration and/or court.
* Communicate with clients, witnesses, and court officials.
* Maintain a database of documents from outside contacts or activities of a business, and keeping logs of projects and documents.
* Keep up with dates and deadlines.
* Create and maintain internal case databases, run searches on internal and external documents databases and systems.
* Categorize documents by subject matter, prepare chronology of facts and create productions charts.
* Conduct documents searches and factual research.
* Organize documents and coordinate document productions both manually and electronically.
* Perform routine office duties such as photocopying and scanning documents, and helping prepare them for court filings.
* Review and prepare material for storage or disposal once a case has closed

What Does A Finance Service Specialist Do At Kforce

* Answer inbound calls from our external clients
* Accept and enter equity trade orders on behalf of the client, assist clients with website registration or navigation, provide equity compensation plan education about their specific awards, company processes and/or procedures associated with their account
* Provide support and guidance with internal clients involving the maintenance of the Client's accounts associated with the Firm's investment products and providing estimated time frames for requests to be completed
* Bachelor degree is preferred
* Series 7 and 63 or 66 licenses
* Financial services/banking/brokerage experience preferred
* Exceptional phone conversation skills
* Strong organizational skills, attention to detail, and excellent follow-up skills
* Ability to be self-motivated and succeed in a team atmosphere
* Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
* Candidates must have flexibility in work schedule; Hours of operation for this team are Monday
* Friday, 3 am until 11 pm ET
* Superior customer-centric focus, with proven ability to thoroughly resolve customer

What Does A Finance Service Specialist Do At Wyndham Worldwide

* Audit contracts for accuracy and compliance with state,regulatory and underwriting requirements, across all WVO brands.
* Thesecontracts cover all brands including WVR, WBW, CWP, WorldMark andDiscovery.
* This includes the shippingand receiving of all contract types.
* Italso includes the coding of all contracts for the securitizations.
* Coordinate resolution of contract discrepancies with WVObusiness partners and owners
* Logging anddelivering of hold checks
* Complete other duties as assigned by management
* Envision your career with one of the world's largest hospitality companies.
* With over 7,000 hotels, 145 Vacation Ownership Resorts, 200,000 rental units and more than 25,000 associates across six continents you'll discover the rewards of working in an energetic environment with caring colleagues.
* Rewards that include a career path with diverse opportunities, learning and mentorship.
* Wyndham Worldwide (NYSE: WYN) has been an industry leader in hospitality with almost $4 billion in revenues.
* Wyndham continues to expand and grow through industry leading efforts like Women on Their Way and Wyndham Green.
* While you may know our brands RCI, WorldMark by Wyndham, Ramada, Days Inn and Travelodge; there are many more aspects and companies to this leader in hospitality.
* As one of FORTUNE Magazine's Most Admired Companies, Wyndham Worldwide is one family, one team of professionals who actively strive to provide our customers and each other with our signature Count On Me! Service promise.
* A promise to be responsive to needs, to be respectful in every way and deliver a great experience.
* It's more than a promise, at Wyndham it's been recognized as a commitment, visible in our awards including Newsweek's 100 Greenest Companies, DiversityInc's 25 Noteworthy Companies and Ethisphere Institute Lists of the World's Most Ethical Companies amongst others.
* Come and join our Wyndham Family and discover the rewards for your career.
* Qualifications

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How To Become A Finance Service Specialist

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.

Education

Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.

Training

Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.

Advancement

Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Finance Service Specialist jobs

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Real Finance Service Specialist Salaries

Job Title Company Location Start Date Salary
Financial Service Specialist Jing Zeng Financial & Insurance Service San Diego, CA Jan 09, 2016 $57,205
Financial Services Specialist I University of Virginia Charlottesville, VA Oct 03, 2010 $46,800
Financial Services Specialist Digiorgio Insurance Inc. Tamarac, FL Dec 01, 2010 $40,905
Financial Services Specialist Farmers Insurance Group of Companies San Jose, CA Sep 19, 2013 $39,624
Financial Services Specialist Farmers Insurance Group of Companies San Jose, CA Aug 25, 2014 $39,582
Financial Services Sales Specialist Hennion & Walsh, Inc. Parsippany-Troy Hills, NJ Sep 05, 2015 $36,878 -
$65,374

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Top Skills for A Finance Service Specialist

FinancialServicesNeedsCustomerServiceSkillsLoanApplicationsProceduresRegulatoryComplianceAdditionalFinancialNeedsCreditCardNewAccountsCustomerIssuesAppropriateProductsAuditSalesGoalsLifeInsuranceDirectActionSalesQuotasBankResourcesBankProductsDataEntryFinancialGoalsFinancialProducts

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Top Finance Service Specialist Skills

  1. Financial Services Needs
  2. Customer Service Skills
  3. Loan Applications
You can check out examples of real life uses of top skills on resumes here:
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Managed approximately 3,000 delinquent cellular service accounts per month, utilizing hands on computer based collections and customer service skills.
  • Evaluate loan applications and documentation by confirming credit worthiness.
  • Learned new software and maintained current knowledge of procedures, policies, and updates.
  • Ensured regulatory compliance and operational efficiency/accuracy, internal audits processed.

Top Finance Service Specialist Employers

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