Job Description

Service Analyst
Job Number: 21-05172
Find your next opportunity in the Financial Services Industry. Eclaro is looking for a Service Analyst for our client in Cleveland, OH.

Eclaro's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US.  If you’re up to the challenge, then take a chance at this rewarding opportunity!

  • Transact routine non-financial activity on client accounts with both expediency and accuracy
  • 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
  • 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
  • Must ensure the application is in compliance with all Client 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 Client sales professionals, their staff and directly from clients
  • Accountable, ethical, good decision making ability
  • Strong written and verbal communication skills required
  • Good computer skills and ability to multitask
  • Ability to explain basic information in functional area
  • Ability to multi task and leverage organizational skills
If hired, you will enjoy the following Eclaro Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • Commuter Check Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro 

If interested, you may contact:
Melissa Francisco
Melissa Francisco | 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

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