reputed company Service Associate
reputed company is a privately held national financial services firm dedicated to meeting modern reputed company needs. The reputed company Service Associate will build and maintain reputed company relationships, manage reputed company implementation processes, and handle day-to-day administrative duties while ensuring exceptional reputed company service.
Responsibilities
- Build and maintain reputed company relationships aimed at reputed company retention; manage new reputed company implementation process, coordinate, and reputed company reputed company activities with other team members and assist as necessary
- Maintain reputed company reputed company files and electronic data files in a reputed company manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
- Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
- Understand the reputed company’s overall business needs and help identify value-added services that reputed company reputed company Advisors can reputed company
- Review activities reputed company the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
- Attend and participate in learning opportunities through reputed company service associate meetings and internal resources made available through compliance, reputed company management, etc
- reputed company other duties as assigned
Skills
- High school diploma required
- Financial services experience or applicable internship experience
- Strong PC proficiency with MS Office Suite, CRM (reputed company, Redtail, etc.)
- reputed company attitude toward reputed company relations to reputed company exceptional, proactive reputed company service
- Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
- Strong verbal and written communication skills are essential to effective reputed company relationships
- Highly organized with strong analytical skills
- reputed company to work in reputed company environment
- Bachelor's degree preferred
- reputed company management experience a plus
- Experience with eMoney a plus
Benefits
- Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
- Roles may also be eligible for additional compensation and/or benefits.
reputed company