Financial Servicing Specialist

• Accurately providing information to all incoming inquiries regarding annuity, associated paperwork, tax implications, product information, procedures, and regulations
• Effectively ensure that detailed electronic records are maintained by accurately documenting all actions taken.
• Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.
• Efficiently utilizing all resources to ensure they are easily accessible when providing information to a client, or supporting a teammate, or manager
• Takes ownership of customer requests through to completion and notifying appropriate personnel if problems exists.
• Display a positive attitude while adapting and being receptive to change
• Takes initiative in learning more by asking questions; investigating error sources to avoid future mistakes; making the best use of time between calls
• Excel in a culture that involves ongoing coaching and feedback from a variety of sources, in order to ensure the customer’s needs are met
• Display actions that align with our Vision, Mission, and Values

• Requires excellent written and verbal communication skills
• 3 or more years operational or processing experience in financial services, annuity experience preferred
• Strong commitment to customer service and quality required
• Proven decision-making skills and ability to multi-task required
• Effective analytical, problem solving and mathematical skills
• BA/BS degree preferred, or equivalent experience required

Demonstrates expertise in financial services operations with a strong focus on customer service, effective communication, and adherence to industry regulations. Capable of maintaining detailed electronic records and utilizing analytical skills to solve problems efficiently.

• Financial Services Experience
• Customer Service Commitment
• Analytical Problem Solving
• Written And Verbal Communication
• Decision-Making Skills

• Operational Processing
• Mathematical Skills
• Annuity Knowledge
• Regulatory Compliance
• Record Keeping

• Positive Attitude
• Adaptability
• Initiative
• Multi-Tasking
• Coaching Reception

• Financial Product Information
• Customer Requests Management
• Internal Processes
• Procedures
• Tax Implications