CrawlJobs Logo

Financial and Advisor Specialist

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , New Gloucester

Category Icon
Category:
Education

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

This is a contract position where you will play a pivotal role in guiding students through their academic and financial aid processes. The ideal candidate will thrive in a dynamic environment, offering personalized support to students while ensuring administrative accuracy.

Job Responsibility:

  • Provide assistance to students with course scheduling and academic planning
  • Answer inquiries regarding financial aid programs and eligibility requirements
  • Offer guidance on career outcomes and program options to support student success
  • Manage account setups and ensure proper handling of incoming payments
  • Maintain administrative oversight to ensure compliance with institutional policies
  • Deliver exceptional customer service through attention to detail and effective communication
  • Utilize phone etiquette to address student concerns and provide clear information
  • Collaborate with advising teams to streamline student support processes
  • Assist with the organization and documentation of financial aid materials
  • Participate in contract-based assignments or day events as needed

Requirements:

  • Bachelor's degree in a relevant field is required
  • Proven experience in customer service and sales is essential
  • Strong knowledge of student financial aid processes and procedures
  • Proficiency in administrative tasks and account management
  • Excellent communication skills, both written and verbal
  • Ability to work effectively in an office setting
  • Familiarity with handling incoming payments and maintaining financial records
  • Demonstrated ability to prioritize tasks and manage time efficiently
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 01, 2026

Work Type:
On-site work
Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Financial and Advisor Specialist

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2 to 4+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
  • Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
  • Demonstrated success in business development, client acquisition, and relationship deepening
  • Robust understanding of investment products, wealth strategies, and financial planning tools
  • Excellent interpersonal, analytical, and communication skills
  • Ability to work both independently and as part of a collaborative team
  • Mandatory certifications required for advising on financial products in Singapore
  • Willingness to travel locally for client engagement when necessary
Job Responsibility
Job Responsibility
  • Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
  • Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
  • Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
  • Conduct regular reviews to ensure client strategies evolve with changing needs
  • Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
  • Stay current with market trends, investment opportunities, and regulatory changes
  • Translate insights into actionable advice that supports clients’ wealth goals
  • Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Ensure full compliance with KYC/AML, regulatory, and internal policies
What we offer
What we offer
  • Global benefits designed to support well-being, growth, and work-life balance
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
  • Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
  • Demonstrated success in business development, client acquisition, and relationship deepening
  • Robust understanding of investment products, wealth strategies, and financial planning tools
  • Excellent interpersonal, analytical, and communication skills
  • Ability to work both independently and as part of a collaborative team
  • Mandatory certifications required for advising on financial products in Singapore
  • Willingness to travel locally for client engagement when necessary
  • Bachelor’s degree from an accredited institution
Job Responsibility
Job Responsibility
  • Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
  • Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
  • Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
  • Conduct regular reviews to ensure client strategies evolve with changing needs
  • Partner with internal specialists to deliver integrated, end-to-end financial solutions
  • Stay current with market trends, investment opportunities, and regulatory changes
  • Translate insights into actionable advice that supports clients’ wealth goals
  • Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Ensure full compliance with KYC/AML, regulatory, and internal policies
What we offer
What we offer
  • Extensive on-the-job training and exposure to senior leaders
  • More traditional learning
  • Opportunity to give back and make a positive impact through volunteerism
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • familiarity with Islamic finance principles and products
  • knowledge of local regulatory requirements for wealth management in the UAE/Middle East
  • existing network of HNWI contacts in the region
  • deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations
  • strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs
  • ability to work independently and as part of a team in a multicultural environment
  • fluency in regional languages are a plus
  • proven track record of success in business development and client relationship management
  • mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
  • identify and pursue new business opportunities within the high-net-worth segment
  • leverage existing networks and referrals to expand the client base
  • partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
  • stay abreast of market trends, economic developments, and investment opportunities
  • provide clients with informed perspectives and recommendations
  • organize and host client events to foster relationships and provide valuable market insights
  • ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Ideally with experience managing high-net-worth clients residing in these markets
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/ Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
  • Identify and pursue new business opportunities within the high-net-worth segment
  • Leverage existing networks and referrals to expand the client base
  • Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
  • Stay abreast of market trends, economic developments, and investment opportunities
  • Provide clients with informed perspectives and recommendations
  • Organize and host client events to foster relationships and provide valuable market insights
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

Strategic partner for high-net-worth individuals delivering comprehensive wealth...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2 to 5 (or more) years of experience in wealth management or related field serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Experience managing high-net-worth clients residing in North Asian markets
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin and English
  • Ability to travel
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
Job Responsibility
Job Responsibility
  • Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Cultivate and strengthen relationships with high-net-worth clients as primary point of contact
  • Conduct regular portfolio reviews and communicate market insights
  • Identify and pursue new business opportunities within high-net-worth segment
  • Partner with internal specialists to provide comprehensive financial solutions
  • Stay abreast of market trends and economic developments
  • Organize and host client events
  • Ensure KYC/AML and compliance norms are strictly adhered to
  • Appropriately assess risk when making business decisions
  • Fulltime
Read More
Arrow Right

Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment
  • Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights
  • Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Identify and pursue new business opportunities within the high-net-worth segment
  • Partner with internal specialists to provide clients with comprehensive financial solutions
  • Stay abreast of market trends, economic developments, and investment opportunities
  • Organize and host client events to foster relationships and provide valuable market insights
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2 to 5 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment
  • Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights
  • Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy