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Financial Support Specialist at CrewBloom. We are seeking a highly organized and detail-oriented Financial Support Associate to assist clients with financial transactions, inquiries, and account-related concerns. The ideal candidate will support financial advisors and internal teams in a variety of functions, including preparing financial reports, processing transactions, ensuring compliance with financial regulations, and maintaining accurate client records. This role requires strong communication, customer service skills, and a solid understanding of financial services.. Key Responsibilities:. . Assist clients with financial transactions, inquiries, and account-related concerns.. . Support financial advisors or registered representatives in preparing reports, documentation, and client communications.. . Process and track investment transactions, payments, and reconciliations.. . Ensure compliance with financial regulations, including FINRA and SEC guidelines (if applicable).. . Maintain and update client records, financial statements, and account data.. . Handle client onboarding, including gathering necessary documentation and verifying financial details.. . Assist in preparing financial reports, statements, and presentations for internal and client use.. . Coordinate with internal teams for billing, invoicing, and account maintenance.. . Stay up-to-date with financial products, services, and regulations to provide accurate support.. . Identify and escalate financial discrepancies or issues to senior management.. . . Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.. . Experience in financial services, banking, or investment firms is a plus.. . Strong proficiency in financial software, CRM tools, and Microsoft Office Suite.. . Excellent communication and customer service skills.. . High attention to detail and strong organizational abilities.. . Ability to handle sensitive financial information with discretion.. . . Preferred Qualifications:. Knowledge of investment products and financial regulations.. . Experience working with brokerage firms, wealth management, or banking institutions.. . Problem-solving skills and the ability to work in a fast-paced environment.. . FINRA Series 7 and/or 63/66 licenses may be required, depending on the role and firm regulations.. . Minimum Technical and Work Environment Requirements:. . . Internet Connection:. . . . Primary internet connection with a minimum speed of . 15 Mbps. . . . Backup internet connection with at least . 10 Mbps. . . . Backup connection must be capable of supporting work during a power outage. . . . . . Primary Device:. . . . Desktop or laptop equipped with at least: . . . . Intel Core i5 (8th generation or newer). , . Intel Core i3 (10th generation or newer). , . AMD Ryzen 5. , or an equivalent processor. . . A minimum of . 8 GB RAM. . . . . . . . . Backup Device:. . . . Must meet or exceed the performance of an . Intel Core i3. processor. . . Must be functional during power interruptions. . . . . A functioning . webcam. . . . A . noise-canceling USB headset. . . . A . quiet, dedicated home office space. . . . . Peripherals and Workspace:. A . smartphone. for communication and verification purposes. . . Company Location: India.