Financial Services Process Lead
3 weeks ago
As a Financial Services Process Lead, you will be responsible for:
- Developing and implementing effective processes for client onboarding, ensuring seamless integration with our system.
- Collaborating with cross-functional teams to identify and address process gaps, improving overall efficiency and effectiveness.
- Providing exceptional customer experiences through timely and thorough onboarding, meeting client needs and expectations.
- Maintaining accurate records and reporting, ensuring compliance with regulatory requirements.
About Us:
Frank Consult is a leading provider of innovative web applications for independent financial advisers. We prioritise customer success, simplicity, and ease of use, fostering a culture of inclusivity, integrity, work-life balance, and growth.
Benefits:
- Competitive salary range: $90,000 - $120,000 per year.
- Ongoing training and development opportunities.
- A collaborative and dynamic work environment.
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