Financial Consultant
Company: VirtualVocations
Location: Vista
Posted on: May 22, 2025
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Job Description:
A company is looking for a Financial Consultant.
Key Responsibilities:
Oversee day-to-day financial support for Regional Market clients,
including the development of customer financial reports and data
analysis
Manage client billing, reconciliation, and collaborate with
internal and external contacts to ensure timely and accurate
billing
Participate in client account audits, strategic planning, and
provide financial support for new client implementations and
product additions
Required Qualifications:
Typically requires a BS/BA degree and 3-5 years of relevant
experience
General understanding of the U.S. economy and employee benefits
industry
Proficient in Microsoft Office software
Firm knowledge of group products, services, and systems
Ability to balance client expectations with company
capabilities
Keywords: VirtualVocations, San Clemente , Financial Consultant, Professions , Vista, California
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