Job #: 5613

Title: Sales Analyst – Dallas, TX


  • Other
  • Job Type:

  • Contract
    • Anywhere
    • Posted 2 years ago

    Primary Responsibilities:
    Transact routine non financial activity on client accounts with both expediency and accuracy
    Ability to explain basic information in functional area
    Ability to multi task and leverage organizational skills
    Assist team members daily to complete work in order to meet departmental and regulatory standards
    Effective decision making based on comprehensive case analysis
    Demonstrate valuable interpersonal skills
    Associates, or Bachelors degree preferred, or equivalent years of related experience
    Accountable, ethical, good decision making ability
    Strong written and verbal communication skills required
    Good computer skills and ability to multitask
    Training & Development:
    Service Analyst undergo a comprehensive training program to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.

    Securities Account Maintenance Analysts are responsible for:
    Processing and updating client profile information through Book & Records periodic notifications and other written instructions. Managing the return of client mailings. Handling of various other account correspondence and maintenance items. Entering new account information for brokerage (AdvisorOne), MainStay, non-proprietary, and general agency new business. The associate must ensure the application is in compliance with all  Securities policies and securities industry regulations. Managing workflow queues within our service levels. Respond to customer and registered representative inquiries related to the servicing of client brokerage accounts. Must be willing to progress towards the handling of incoming calls by providing outstanding customer service to our  sales professionals, their staff and directly from clients.

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