New Business Associate at Equity Services Inc.
Position Overview: Join our team at National Life Group and contribute to a culture where your work has impact. As a New Business Associate for Equity Services Inc., you'll be instrumental in processing securities applications and ensuring efficient and accurate business operations. Dive into a role that combines research, data management, and customer engagement.
Core Responsibilities:
- Build and maintain superior customer relationships by listening, understanding their specific needs and delivering service to meet/exceed customer expectations resulting in repeat business and customer loyalty.
- Consultative and attentive to customer needs, professional and proficient in handling questions over the telephone for both internal and external customers
- Process securities applications using our electronic workflow system, ensuring accuracy and adherence to regulations.
- Perform thorough research to gather necessary information, utilizing various resources to complete applications and resolve queries.
- Key in and maintain client profiles and financial data within our record-keeping system accurately.
- Collaborate with team members to meet processing deadlines and manage workload effectively.
- Provide support and guidance on our firm’s procedures, focusing on forms accessibility, electronic workflow, and eSignature processes through written communication and training materials.
- Maintain confidentiality of all client and company financial information.
Ideal Candidate Profile:
- Demonstrates a strong capability to focus and perform in a fast-paced environment.
- Exhibits excellent organizational skills, with a knack for prioritizing tasks efficiently.
- Shows a keen willingness to both teach and learn, sharing knowledge with team members.
- Proficient in MS Office Suite and quick to learn new software programs.
- Holds the ability to work independently on research tasks and data entry with minimal supervision.
This role is pivotal in ensuring the smooth operation of our new business processes, providing an excellent opportunity to contribute significantly to our team and develop a career in the financial services industry.
#LI-DO
#LI-Hybrid