This job has expired, please see additional jobs below
Senior Mutual Funds and Annuities Associate
Prudential Securities
Dresher, PA, United States
Job Details - this job has expired, please see similar jobs below
Description
Job Description
Primary responsibilities include running and developing Annuities Reallocation Functional Control Reports, handling escalated cases, processing cases and delivering verbal/written feedback. Incumbents will be responsible to perform all of the responsibilities of the Operations Representative, including processing, as well as: update/create/distribute written procedures; communicate to management progress/results verbally and in writing; analyze data; create queries; assist with quality review where needed; authorize high-dollar distributions (within their limits); and support workflow oversight. Incumbents may also represent the Annuities Reallocation team on projects and initiatives as a Subject Matter Expert, support relationships with vendors, cross train on disbursement processing and control handling.
Qualifications
Requirements
• 1 - 2 years Customer Service or related experience
• Shift 10 - 6:15 Monday through Friday
• Ability to work overtime
• Annuity knowledge preferred
• Excel knowledge preferred
• Series 6 & 63 or ability to obtain within 150 days
• Bachelor’s degree preferred