Financial Services Analyst

 
Location: Scottsdale, Arizona
Posted On: 7/11/2018
Job Code: 4375_FinAna_AZ_BRD
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Job Description
 
Working Hours : Any 8 hours between 8am to 8pm (Mon-Fri)
Duration : 18 months project + possibility of extension

Job Summary:
• Provides prompt efficient service for assigned product and/or service center internal and external customers
• Designs and administers plans funded by all types of investments, with investment direction provided by trustee(s) and/or plan participants
• Coordinates full communication between contract holders, producers, and with internal departments
• The following duties cover what are generally believed to be principal and essential functions of the job
• Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system
• Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cash outs
• Requests additional information when necessary
• Compiles management information such as contract and sold case activity as needed by internal management
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications
• Maintains appropriate records
• Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls
• Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses
• Researches and corrects errors
• Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel
• Responsible for research and drafting of written responses to NASD and
formal complaints
• Performs other duties as requested

Experience:
• Work experience with undergraduate studies preferred
• Knowledge: General office practices, customer service, and office equipment
• Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred
• Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques
• Basic knowledge of contract law and the tax ramifications
Category:Non-IT  code:new
 
 
Job Requirements
 
 
• Bilingual preferred
• Ability to prioritize own work within standards
• Effective written and oral communication skills to interact with customers, team members, and management
• Decision making skills necessary for customer contacts
• Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action
• Decision making skills necessary for problem identification and correction
• Ability to coordinate and conduct, direct or lead a project or the training of team members
• Proven ability to operate a CRT and PC
 

Not Ready to Apply?
Contact Details
 
Recruiter
Jeevan Chauhan
 
Phone
 
 
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