About this role
Role Overview
- provide superior service to our clients
- act as the first point of contact for investment representatives and clients
- process all daily work across all aspects of servicing advisors and clients
- ensure all work is processed with accuracy, timeliness, completeness and within budget
- meet or exceed all daily and monthly business measurements
- provide feedback to the team for continued improvements
- maintain process measurements and reporting within service levels
- interact effectively for all processing issues across internal business teams
- execute testing as required for business projects
Requirements
- experience working in insurance, banking, or financial services industry
- degree in Business or Finance or equivalent experience in finance field
- minimum of 1 year of customer service experience
- obtain Orion Industry Certification
- owns and manages relationships with stakeholders directly
Benefits
- health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- paid parental leave
- pet benefits including pawternity leave and pet insurance
- student loan repayment and more