Business Management Specialists in Charlotte, North Carolina
Posted 03/17/23
THE TEAM YOU WILL BE JOINING:
THE BACKGROUND THAT FITS
Required Skills:
- Fortune 100 Financial Services Company
- 100-year history of dedication to customer satisfaction, success and growth
- Tremendous growth and new business strategy leading to the need for new talent
- Significant investments in cutting-edge technology
- Culture: Excellent work environment that fosters collaboration
- Growth: Ability to make an impact on the direction of the organization
- Opportunity: Gain hands-on experience working with cutting-edge technology
- Stability: Recent financial performance of the company has reported record profits
- The Client Service Assistant is a non-registered sales and service support representative supporting Retirement and Individual Services.
- Provides client facing sales and service support to Wealth Management Advisor assigned clients.
- Communicates clearly with advisory team and our clients to resolve service and sales requests
- Remediates client requests by collaborating with internal processing areas and external carriers
- Provides support for special projects as needed
- Provides client facing support for service and sales related activities
- Provides sales cycle management support including sales forms completion, and asset transfer coordination with alternate carriers
- Provides custom forms packages for Wealth Management clients.
- Coordinates resolution of sales and service NIGO (Not in Good Order) requests within the advisory teams
- Responds to client service needs via multiple methods of contact (in person, phone, email)
- Completes other duties as assigned
THE BACKGROUND THAT FITS
Required Skills:
- 1+ years of the following:
- Retirement products and services
- Microsoft Word, Access, and Excel experience
- Ability to enter data and manage processing through business systems such as multiple production processing systems for performing review / analysis (Unified Desktop, Siebel, Unified Workflow, Plan Rules)
- Strong attention to detail and possess the ability to meet Service Level Agreements (SLAs) within Team Scorecard targets
- Willingness to take initiative as needed to recommend process improvement ideas preferred
- Ability to influence in a positive and productive manner within the team as well as across teams / departments
Employee Type: Contract
Location: Charlotte, North Carolina
Category: Corporate Support
Date Posted: 03/17/23
