Annexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Representative. The Client Services role reports to the operatios manager and assists with reporting, day-to-day processing, and supporting issuing of our lines of business.
Responsibilities:
Support the issuance and processing of our line of fixed annuity products
Assist with resources in daily workflow systems
Prepare various reports as requested
Data entry as part of our application process
Recommend process improvements if needed
Test new carrier and inhouse technology enhancements into infrastructure to ensure our clients have a smooth experience
Office support services for New Business Organization and Agent Support as needed
Receive, direct and relay phone messages, emails and faxes as they are received in the operations department
Assist with correspondance and package distribution within the team
Help maintain the general scanning and filing system used in the department
Desired Skills and Experience:
2-5 years administrative experience required. Experience in an investment environment a plus
Series 6, 7, 63, 65, 66 OR Life and Health Licenses also a plus but not a requirement
Excellent customer service, accuracy, follow up skills and the ability to work as a team
Typing /10 key and MS Office proficiency
Solid written and oral communications skills and the ability to interact with all levels of the organization
Must posess sound judgment, be proactive, and maintain a professional demeanor
Experience with workflow systems; Salesforce a plus
All applicants are required to take a PI Survey and are subject to a background check prior to hire. We offer a competitive compensation and benefits package including health and 401(k). Equal Opportunity Employer.
If you have any technical issues completing the Predictive Index survey or submitting your application please email recruiting@annexus.com for assistance.