Financial Services Specialist (Remote)

Job summary

The specialist will oversee financial product operations, handle client account inquiries, and ensure regulatory accuracy. Key tasks include processing financial requests, performing daily audit checks, and supporting product improvement.

Job details

Role: Financial Services Specialist (Remote) Location: Remote (Canada) Employment Type: Full-Time Job Overview: We are hiring a Financial Services Specialist to oversee financial product operations, handle client account inquiries, and ensure regulatory accuracy across services. What You'll Do: Process client financial requests, account setup, and transactional updates. Verify documentation for compliance with banking and financial standards. Address escalated client queries regarding financial products and services. Perform daily audit checks on transactional logs and settlement accounts. Support continuous product improvement by feeding back operational pain points. What We're Looking For: Bachelor’s degree in Finance, Business, or related discipline. 2+ years of experience in retail banking, financial services, or fintech operations. Thorough understanding of consumer/commercial financial product rules. Customer-centric communication and strong problem-solving skills. Core Competencies for Success: Analytical Thinking: Ability to translate complex financial data into clear, actionable narratives. Adaptability: Comfort working independently and thriving in a fast-paced, fully remote environment. Attention to Detail: Commitment to maintaining 100% accuracy in financial reporting and compliance. Cross-Functional Collaboration: Skill in presenting financial insights to non-technical stakeholders. Why You’ll Love Working With Us: Remote-First Culture: We believe you do your best work when you have the flexibility to work from where you are most productive. Meaningful Impact: You aren't just crunching numbers; your insights will directly influence our strategic growth. Continuous Learning: We encourage professional development and support continuous learning in the ever-evolving finance sector. Equal Opportunity Employer We hire based on skills, expertise, and qualifications. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are evaluated based on demonstrated expertise and suitability for the role. Apply Now!

What you’ll do

The specialist will oversee financial product operations, handle client account inquiries, and ensure regulatory accuracy. Key tasks include processing financial requests, performing daily audit checks, and supporting product improvement.

Requirements

Candidates must have a Bachelor's degree in Finance, Business, or a related field. At least 2 years of experience in retail banking, financial services, or fintech operations is required.

Benefits

• Remote-First Culture • Professional Development • Continuous Learning

Listed skills

• Problem solving · Preferred
• Regulatory Compliance · Preferred
• Financial Reporting · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Product Operations
• Client Account Management
• Regulatory Compliance
• Banking Standards
• Audit Checks
• Analytical Thinking
• Problem Solving
• Cross-Functional Collaboration
• Financial Reporting
• Customer Communication

Job areas

• Finance & Accounting
• Customer Service & Support