Our Customer is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust, private client services, estate planning, and business planning. Its products include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services.
Our customer is looking for a Senior Application Processor on a contract basi s . We are building out our Invest Client Onboarding and Experienced Producer program that involves bringing over books of business for new reps and existing.
As a Senior Application Processor, you will work as part of a team responsible for inputting data from applications for various investment products sold by our Field Partners. The analyst will work with the incoming producer and his/her team assisting with the opening of new accounts, reviewing incoming accounts and holdings. Independently reviews new account documents for accuracy and completeness. The analyst will be responsible for creating proposals at the direction of the incoming producer and all necessary account opening paperwork, entering all necessary data, and monitoring the status of new accounts. The analyst will be responsible to troubleshoot and resolve sophisticated application issues, identifying errors, and working with the producer to identify appropriate corrective action.To perform this job successfully, an individual must be able to perform each duty satisfactorily.
What you'll do:
Enter new account data into internal systems for transitioning representatives
Answer questions regarding paperwork requirements and status of new accounts and transfers
Contact producer's office when paperwork is not in good order (NIGO)
Work to process initial incoming account transfers and direct rollovers
Work with producer's office to resolve paperwork issues
Other duties and projects as assigned by manager
Must Haves:
1-3 years demonstrated ability in a business setting required.
Strong familiarity with investment account types, account opening documentation and asset transfers.
Candidates must be self-motivated, able to work in a flexible environment and think independently & analytically.
Must be detail oriented with excellent customer service skills and ability to multi-task.
Must be capable of gaining industry knowledge; read, analyze, and reconcile account statements.
Strong consultation, organizational and communication skills.
Have the ability to refine processes, provide feedback and identify improvement opportunities.
Must be Series 7.
Must have a Planning background
Education:
Bachelor's degree in business, finance, or related field.
Hours & Location:
M-F, 40 hours/week. This role will be 100% remote.
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have US residency at the time of application.
Please Note:In order to create a safe, productive work environment, our client is requiring all contractors who plan to be onsite to be fully vaccinated according to the CDC guidelines. Prior to coming into our offices, contractors will be required to attest that they are fully vaccinated.
Perks are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements)
Health Benefits:Medical, Dental, Vision, Life (including spouse & child), 401k, STD/LTD, AD&D, and Commuter Benefits program.
Our customer is looking for a Senior Application Processor on a contract basi s . We are building out our Invest Client Onboarding and Experienced Producer program that involves bringing over books of business for new reps and existing.
As a Senior Application Processor, you will work as part of a team responsible for inputting data from applications for various investment products sold by our Field Partners. The analyst will work with the incoming producer and his/her team assisting with the opening of new accounts, reviewing incoming accounts and holdings. Independently reviews new account documents for accuracy and completeness. The analyst will be responsible for creating proposals at the direction of the incoming producer and all necessary account opening paperwork, entering all necessary data, and monitoring the status of new accounts. The analyst will be responsible to troubleshoot and resolve sophisticated application issues, identifying errors, and working with the producer to identify appropriate corrective action.To perform this job successfully, an individual must be able to perform each duty satisfactorily.
What you'll do:
Enter new account data into internal systems for transitioning representatives
Answer questions regarding paperwork requirements and status of new accounts and transfers
Contact producer's office when paperwork is not in good order (NIGO)
Work to process initial incoming account transfers and direct rollovers
Work with producer's office to resolve paperwork issues
Other duties and projects as assigned by manager
Must Haves:
1-3 years demonstrated ability in a business setting required.
Strong familiarity with investment account types, account opening documentation and asset transfers.
Candidates must be self-motivated, able to work in a flexible environment and think independently & analytically.
Must be detail oriented with excellent customer service skills and ability to multi-task.
Must be capable of gaining industry knowledge; read, analyze, and reconcile account statements.
Strong consultation, organizational and communication skills.
Have the ability to refine processes, provide feedback and identify improvement opportunities.
Must be Series 7.
Must have a Planning background
Education:
Bachelor's degree in business, finance, or related field.
Hours & Location:
M-F, 40 hours/week. This role will be 100% remote.
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have US residency at the time of application.
Please Note:In order to create a safe, productive work environment, our client is requiring all contractors who plan to be onsite to be fully vaccinated according to the CDC guidelines. Prior to coming into our offices, contractors will be required to attest that they are fully vaccinated.
Perks are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements)
Health Benefits:Medical, Dental, Vision, Life (including spouse & child), 401k, STD/LTD, AD&D, and Commuter Benefits program.
Company:The Mom ProjectLocation:- - USJob Types:Full TimePost Date:March 6, 2022Valid Through:April 6, 2022Est. Salary:USD 16.00 - 35.00 / HOUR