NEW JOB OPENING
CUSTOMER SERVICE - FINANCIAL SERVICES ANALYST
IN Grandview Heights, OH, USA!

Financial Services Analyst

Position #30860

Duration: 6+ months

Schedule: This is a hybrid role. 2 days working onsite (Tuesday and Wednesday) and 3 days work from home.

Work Week: 38.75 hours per week

 

Note: Worker must have a dedicated office space at home and reliable high speed internet when he/she works from home



Education:

- High School Diploma required with banking/financial services background.

- Associate's Degree preferred.

- Undergraduate studies desirable.

- Participation in technical coursework such as LOMA is desirable.



Required Qualifications:

- Banking / financial services background.

- Looking for a candidate who is detail oriented and can type well.

- Four years work experience.



Summary of Job Responsibilities:

- Provides prompt efficient service for assigned product and/or service center internal customers.

- Coordinates full communication between contract holders, producers, and with internal Client departments.

- The following duties cover what are generally believed to be principal and essential functions of the job.

- Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.



1. Prepares all materials to establish new plans and set up appropriate records: employee communications and client administrative guide, and plan information on system.

2. Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.

3. Reviews and approves requests for deposits and contract changes. Requests additional information when necessary.

4. Compiles management information such as contract and sold case activity as needed by internal management.

5. Communicates with other departments through oral and written communications. Maintains appropriate records.

6. Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.

7. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.

8. Researches and corrects errors.

9. Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.

10. Responsible for research.

11. Performs other duties as requested.



Knowledge:

- General office practices, customer service, and office equipment.

- Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.

- Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.

- Basic knowledge of contract law and the tax ramifications.



Skills:

- Ability to prioritize own work within standards.

- Effective written and oral communication skills to interact with customers, team members, and management.

- Decision making skills necessary for customer contacts. Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.

- Decision making skills necessary for problem identification and correction.

- Dealing with ambiguity. Ability to coordinate and conduct, direct or lead a project or the training of team members.

- Proven ability to operate a PC.

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**