
Client Serving Financial Expert
3 days ago
Job Summary
We are seeking a highly skilled Business Advisor to join our team. As a key member of the organization, you will play a critical role in advising and supporting client serving engagement teams to effectively manage their projects with external clients.
This is an exciting opportunity for a talented individual to work in a fast-paced, dynamic environment, utilizing strong analytical skills to determine the partners/engagement teams in need of outreach and providing guidance on local policy and leading practices.
Main Responsibilities
- Meet regularly with the regional service line team to conduct oversight by analytics processes to identify and prioritize partners/engagement teams requiring outreaches from the SL Mercury Business Advisor
- Provide guidance on local policy and leading practices
- Facilitate training for client serving team on Mercury and effective financial management practices
- Contribute to continuous improvement by sharing knowledge and providing support to other team members across borders, service lines, and industries
- Coach/Problem solve with more junior Mercury Business Advisors to help develop their skills through job shadowing, advising, informal training
- Review open items in ServiceNow (ticketing system), prioritize follow up activities and schedule engagement team meetings for the week
Key Skills and Qualifications
- Inspiring trust and have a firm understanding of business drivers of client performance
- Critical thinking and problem solving, advising on potential outcomes and exhibiting exceptional technical skills
- Confident, with a proven ability to challenge at all levels
- Strong analytical and numeracy skills, with a high degree of accuracy and attention to detail
- Vigorous time management skills and a proven ability to balance multiple priorities by considering risk, importance and level of urgency
About Us
We are a global organization dedicated to shaping the future with confidence and developing answers for the most pressing issues of today and tomorrow.
Our team works across a full spectrum of services in assurance, consulting, tax, strategy and transactions, fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners.
-
Karachi, Sindh, Pakistan beBee Careers Full timeBusiness Advisor RoleThis is a challenging and rewarding role that requires a unique blend of analytical and interpersonal skills. As a Business Advisor, you will be responsible for providing guidance and support to client serving engagement teams to ensure they are equipped to effectively manage their projects with external clients.You will work closely...
-
Financial Management Specialist
2 days ago
Karachi, Sindh, Pakistan beBee Careers Full timeFinancial Advisory RoleThis is an exciting opportunity for a talented individual to work as a Financial Advisor, providing expert guidance and support to client serving engagement teams to ensure they are equipped to effectively manage their projects with external clients.As a Financial Advisor, you will be responsible for reviewing open items in ServiceNow...
-
Financial Consultant and Sales Expert
7 days ago
Karachi, Sindh, Pakistan beBee Careers Full timeFinancial Consultant and Sales ExpertAbout the RoleThis is a full-time on-site role for a Financial Consultant and Sales Expert at EFU Life Assurance in Karachi Central District. The Financial Consultant and Sales Expert will be responsible for providing expert advice on financial planning, retirement planning, and investments to our...
-
Financial Modeling and Valuation Expert
7 days ago
Karachi, Sindh, Pakistan beBee Careers Full timeFinancial Modeling and Valuation ExpertWe are looking for a Financial Modeling and Valuation Expert to join our team. As a Financial Modeling and Valuation Expert, you will be responsible for developing and implementing complex financial models to estimate business values and providing expert advice on financial and economic issues.Developing and maintaining...
-
Financial Sales Expert
7 days ago
Karachi, Sindh, Pakistan beBee Careers Full timeFinancial Sales ExpertsPakistan's thriving financial market presents exciting opportunities for Financial Sales Experts who can excel in managing mutual funds and client relationships.The ideal candidate will have a strong background in sales, a solid understanding of fund management products, and the ability to lead and mentor a team of sales...
-
Tax and Financial Expert
6 days ago
Karachi, Sindh, Pakistan beBee Careers Full timeTax and Financial ExpertWe are looking for a Tax and Financial Expert to work in our Karachi office. The successful candidate will be responsible for preparing tax returns and financial statements for businesses and individuals in the United Kingdom.Job Requirements:ACCA qualified or similar qualification.Excellent written and verbal communication...
-
Senior Accounting and Financial Specialist
7 days ago
Karachi, Sindh, Pakistan beBee Careers Full timeAccounting and Financial ExpertWe are looking for an experienced accounting and financial expert to join our team. The successful candidate will be responsible for leading and supporting various financial processes, including financial reporting, budgeting, forecasting, and analysis.The ideal candidate will have a strong analytical and problem-solving skills...
-
Financial Project Manager
2 days ago
Karachi, Sindh, Pakistan beBee Careers Full timeAbout the RoleThe Business Financial Advisor plays a key role to advise and support client serving engagement teams to make best use of financial management tools in order to effectively manage their projects with external clients.
-
Onboarding Specialist
6 days ago
Karachi, Sindh, Pakistan beBee Careers Full timeAbout this RoleAre you looking for a challenging and rewarding career opportunity? We are seeking an Onboarding Specialist to join our team. As an Onboarding Specialist, you will be responsible for ensuring a seamless client onboarding experience.In this role, you will manage the full client onboarding process, including system setup and maintenance of...
-
Karachi, Sindh, Pakistan beBee Careers Full timeInsurance and Financial Services RepresentativeAbout the OpportunityWe are looking for a highly motivated Insurance and Financial Services Representative to join our team. As an Insurance and Financial Services Representative, you will be responsible for providing expert advice on insurance and financial services to our clients.Key ResponsibilitiesMeet with...