Execution Desk Specialist

Responsibilities:

• Understand and align with the 1 Finance Approach and services.
• Monitor clients’ financial plans and conduct meetings to review the progress of action plans.
• Assist members in executing financial plans by thoroughly analyzing client profiles.
• Design and implement communication strategies for advisory execution, including crafting relevant nudges for clients.
• Perform client servicing activities to ensure smooth and consistent member experience.
• Ensure compliance with established quality, regulatory, and safety requirements.

Skills:

• Strong verbal and written communication skills.
• Collaborative, team-oriented, and result-driven approach.
• Structured and methodical thinking with effective execution capabilities.
• Proficiency in operational processes and documentation.
• Strong analytical and problem-solving abilities.