Financial Servicing Specialist

Accurately providing information to all incoming inquiries regarding annuity, associated paperwork, tax implications, product information, procedures, and regulations Effectively ensure that detailed electronic records are maintained by accurately documenting all actions taken. Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations. Efficiently utilizing all resources to ensure they are easily accessible when providing information to a client, or supporting a teammate, or manager Takes ownership of customer requests through to completion and notifying appropriate personnel if problems exists. Display a positive attitude while adapting and being receptive to change Takes initiative in learning more by asking questions; investigating error sources to avoid future mistakes; making the best use of time between calls Excel in a culture that involves ongoing coaching and feedback from a variety of sources, in order to ensure the customer’s needs are met Display actions that align with our Vision, Mission, and Values Requirements Requires excellent written and verbal communication skills 3 or more years operational or processing experience in financial services, annuity experience preferred Strong commitment to customer service and quality required Proven decision-making skills and ability to multi-task required Effective analytical, problem solving and mathematical skills BA/BS degree preferred, or equivalent experience required Core Competencies Demonstrates expertise in financial services operations with a strong focus on customer service, effective communication, and adherence to industry regulations. Capable of maintaining detailed electronic records and utilizing analytical skills to solve problems efficiently. Highest-signal resume keywords Financial Services Experience Customer Service Commitment Analytical Problem Solving Written And Verbal Communication Decision-Making Skills ATS Optimization Keywords Hard Skills Operational Processing Mathematical Skills Annuity Knowledge Regulatory Compliance Record Keeping Soft Skills Positive Attitude Adaptability Initiative Multi-Tasking Coaching Reception Industry Keywords Financial Product Information Customer Requests Management Internal Processes Procedures Tax Implications #J-18808-Ljbffr Jobtailor