Job Description

Service Analyst - II
Job Number: 21-03263
 
 
Be a part of the Financial Services Industry. Eclaro is looking for a Service Analyst - II for our client in Manhattan, NY.
 
Eclaro’s client is one of the large insurance carriers specializing in worker’s compensation and disability benefits. If you’re up to the challenge, take a chance at this rewarding opportunity!

Responsibilities:

 
  • Review of all new business mutual fund applications and investor profiles for our proprietary mutual fund (MainStay), InvestorOne and Premiere Select brokerage, and non-proprietary (mutual fund, variable annuity, group annuity) vendors.
  • Ensure all applications and investor profiles meet our In Good Order completeness requirements and are in compliance with all Client Securities policies and securities industry regulations such as Regulation Best Interest (Reg BI).
  • Meet and exceed daily application goal assignments.
  • Effectively and clearly communicate to our agents and clients(as needed), any missing information that required to make the paperwork in good order, and initiating timely follow-ups when necessary.
  • Managing workflow queues to exceed our service levels, including regular daily review of all Pended new business for receipt of missing information.
  • Entering the new account information into our database systems.
  • Follow all procedures related to the handling of new business.
  • Managing periodic reports.
  • Handling of our agent Succession and Unprocessed Commissions processes.
  • Managing rejected paperwork workflow.
  • Possible matriculation to handling incoming calls from our agents and clients related to new business and our eApp technology.
  • Managing return mail.
  • Handling various Inforce correspondence and maintenance items such as beneficiary updates, check writing feature requests, name changes, review and processing of Power of Attorney requests, various ad-hoc letters of instruction.
  • Managing incoming faxes, e-mails, and rejected work items.

 
Qualifications:
  • Excellent at following up on pended and open work items and managing the workflow queues.
  • Positive, customer focused attitude with a desire to exceed customer expectations.Must be able to operate in a team environment and contribute to the company and team goals.
  • Strong technical and analytical skills required.
  • Excellent verbal, written communication, and listening skills.
  • Series 7 & 63 FINRA licenses desired but not required.
 
If interested, you may contact:
Cedric Ceballo     
cedric.ceballo@eclaro.com      
6463571237
Cedric Ceballo | LinkedIn

 
 

Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
 

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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