- Build and maintain superior customer relationships by listening, understanding their specific needs and delivering service to meet/exceed customer expectations resulting in repeat business and customer loyalty.
- Consultative and attentive to customer needs, professional and proficient in handling questions over the telephone for both internal and external customers
- Process securities applications using our electronic workflow system, ensuring accuracy and adherence to regulations.
- Perform thorough research to gather necessary information, utilizing various resources to complete applications and resolve queries.
- Key in and maintain client profiles and financial data within our record-keeping system accurately.
- Collaborate with team members to meet processing deadlines and manage workload effectively.
- Provide support and guidance on our firm's procedures, focusing on forms accessibility, electronic workflow, and eSignature processes through written communication and training materials.
- Maintain confidentiality of all client and company financial information.
- Demonstrates a strong capability to focus and perform in a fast-paced environment.
- Exhibits excellent organizational skills, with a knack for prioritizing tasks efficiently.
- Shows a keen willingness to both teach and learn, sharing knowledge with team members.
- Proficient in MS Office Suite and quick to learn new software programs.
- Holds the ability to work independently on research tasks and data entry with minimal supervision.
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New Business Associate at Equity Services Inc - Montpelier, United States - National Life Group
Description
New Business Associate at Equity Services Inc.Position Overview: Join our team at National Life Group and contribute to a culture where your work has impact. As a New Business Associate for Equity Services Inc., you'll be instrumental in processing securities applications and ensuring efficient and accurate business operations. Dive into a role that combines research, data management, and customer engagement.
Core Responsibilities:
The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.
Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
National Life Group
1 National Life Dr
Montpelier, VT 05604
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