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Service Analyst

Indotronix International Corporation

This is a Full-time position in Cleveland, OH posted November 9, 2021.

Position: Service Analyst
Duration: 6 Months

Location: Cleveland, OH

· Service Analyst establishes technical knowledge around our processes and work items

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 multitask 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

Qualifications:

· Associates, or Bachelor’s 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.

Client 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 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.

Interview Process:
Video Interview

Job Requirements:

·       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 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.