Financial Consultant

Job Summary

A company is looking for a Financial Consultant I.

Key Responsibilities

• Provide day-to-day financial support for Regional Market clients, including developing customer financial reports and managing client billing
• Participate in client account audits and strategic planning while ensuring accurate and timely billing
• Support the implementation of new clients and products, while maintaining knowledge of industry trends

Required Qualifications

• 3-5 years of relevant experience
• Undergraduate degree preferred
• Proficient in Microsoft Office, especially Excel
• General understanding of the U.S. economy and employee benefits industry
• Experience in a client-facing role