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Process Broker Dealer Changes, Licensing Appointments, Continuing Education and Product Training requirements, Terminations, Address Changes and Appointment Reconcilations with the Internal Appointment System and the various states within the U.S. Requires written and verbal communication with Financial Professionals, back office personel, internal and external customers. Must be able to effectively collaborate with various departments and research financial professionals. Must have an understanding of the DTCC COMP, ACAT and L&A feeds. Must have an understanding of the National Producer Database (PDB).
0-2 years' work experience
Candidate should have experience in Customer Service
Strong communication skills both written and verbal
Knowledge of nbA, Sales Desk and product knowledge is a bonus
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer Company is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Company US has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Company. Almost 40% of our open jobs are filled with current employees.
NOTE: Company participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
Company is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
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