New Business Associate

AmeriLife • Wheaton, IL

12d

About The Position

We are seeking a detail-oriented and proactive New Business Associate to join our dynamic team. The associate will be responsible for efficiently processing new client applications, ensuring accuracy and compliance with regulatory requirements.

Requirements

• Bachelor's degree in finance, business administration, or a related field.
• Strong attention to detail and accuracy in data entry and document verification.
• Excellent communication skills, both written and verbal.
• Ability to work independently and collaboratively in a fast-paced environment.
• Commitment to maintaining confidentiality and handling sensitive information with discretion.

Nice To Haves

• Previous experience in processing, financial services, or a similar role preferred.
• Proficiency in Microsoft Office suite and experience with investment management software preferred.
• Knowledge of regulatory requirements related to investment processing is a plus.
• Previous experience in the technology, software, or professional services industries preferred.
• Familiarity with sales methodologies such as consultative selling, solution selling, or challenger sales preferred.
• Experience working with cross-functional teams and managing complex sales cycles preferred.
• Knowledge of relevant industry regulations and compliance requirements preferred.

Responsibilities

• Reviewing new client applications for completeness and accuracy.
• Verifying supporting documentation, such as identification, financial statements, and legal agreements.
• Inputting applicant information into the company's portal accurately and efficiently.
• Communicating with advisors to clarify information, request additional documents, or provide updates on application status.
• Collaborating with internal teams, including financial advisors, compliance officers, and client services representatives, to facilitate the application process.
• Ensuring compliance with regulatory guidelines and internal policies throughout the application processing cycle.
• Maintaining accurate records of application status, correspondence, and decisions made.
• Providing exceptional customer service to advisors by addressing inquiries and concerns promptly and professionally.
• Identifying opportunities for process improvements to enhance efficiency and effectiveness.

Benefits

• PTO
• medical
• dental
• vision
• retirement savings
• disability insurance
• life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level