Annexus is a leading financial institution that designs and distributes innovate investment and retirement solutions. We have an immediate opening for a Client Services Representative.
You will report to the Operations Manager and is responsible for assisting with reporting, day to day processes, providing secretarial, clerical and administrative support in order to ensure effective and efficient operations.
Supports the issue and processing of our line of fixed annuity products.
Assist with resources in support of daily workflow systems
Assist / prepare various reports and presentations for meetings, conferences/telephone calls, etc.
Recommend and implement process changes to improve services and
May serve as a coach and/or mentor to associates of less tenure
Test new technology enhancements into infrastructure to ensuring all business and regulatory objectives are satisfied.
Office support services for New Business Organization and Agent support
Receive, direct and relay telephone messages, email and fax messages
Open and distribute all general correspondence
Maintain the general scanning/filing system and all correspondence
Send out FedEx shipments
Qualifications and Education Requirements
2+ years’ experience in an investment environment, 2-5 years administrative experience. One of: Series 6, 7, 63, 65, 66 OR Life and Health Licenses strongly desired.
Excellent client service, quality, teamwork.
Typing and 10 key proficiency
Detail-oriented, self-motivated, possess organizational skills, and be capable of working in a team environment.
Superior interpersonal, written, and oral communications skills and ability to interact with all levels of organization.
Initiative, sound judgment, proactive, and professional demeanor
Detail oriented with high level of accuracy, follow up, and follow through
Strong coordinating, multi-tasking and problem solving skills
Proficient computer skills, including MS Office and Windows environment.
Experience with workflow systems, Salesforce a plus
All applicants are required to take a PI Survey. All employees are subject to a background check prior to hire.
If you have any technical issues completing the Predictive Index survey or submitting your application please email [email protected] for assistance.