Account Services - Fixed New Business

TEKsystems•Minneapolis, MN

2d•$20 - $23•Hybrid

About The Position

Exclusive opportunity with a Financial Institution located in Golden Valley, MN, open due to an influx of applications. Training will be on-site for a minimum of 4 weeks, then transitioning to a hybrid model (3 days in office, 2 days remote). This role supports New Business applications for Annuities, focusing on creating quality business flows and resolving issues efficiently. It involves a blend of task completion and customer service for Financial Advisors or Financial Professionals who submit applications for Annuity products. While there is no direct customer contact, communication with Financial Advisors and Financial Professionals is required, primarily via email with occasional phone calls. Collaboration with Broker Dealers, FMO's, and internal partners is also part of the role. The ideal candidate is comfortable proactively assisting Financial Advisors with their issues.

Requirements

High School Diploma
2+ years of recent professional corporate experience
Customer service support experience
Customer service call center experience
Financial services experience
Processing experience
Experience with operations & finance
Experience with annuities
Experience with life insurance
Experience with mortgages
Not afraid to pick up the phone and walk through Financial Advisors issues.

Nice To Haves

College Graduate
Financial Services experience

Responsibilities

Process New Business Annuity applications.
Review applications for errors and missing information.
Communicate with Financial Advisors and Financial Professionals regarding application status and issues.
Follow standard operating procedures for processing applications.
Ensure accuracy in all tasks.
Process up to 50 easier tasks per day, and approximately 20 more difficult tasks per day requiring discovery.