Operations Support - Aptask : Job Details

About Client:Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.Rate Range: $25-$29/HrJob Description:Primary Responsibilities:

• The Insurance & Annuity Operations Policy Services team is responsible for providing customer service support to FA/branches related to post issue services for Insurance and Annuity products.
• Establish and maintain effective relationships in order to deliver world class service to our clients.
• This role would require the handling of inbound calls/cases from branch network while meeting team and department service goals established by MSSN management.
• Support Carrier inquiries and manage communication both through mail and the team e-mailbox.
• Various daily functions include processing of daily position files and review exception report that arise from the positions files.
• Review and process incoming requests to release custodial ownership, review exception reports from various policy servicing tools and participate in a monthly client statement review checkout process.
• Requires ability to define and prioritize daily activities; strong written and verbal communication skills, strong working knowledge and proficiency in Excel.
• Must be able to learn quickly and to engage in a number of detailed tasks at once.
• Must have strong flexibility in regard to the duties assigned and problem solving skills and be able to work independently

Skills Required:

• Attention to detail in both service interactions and processing tasks
• Ability to multi-task and manage time effectively
• Ability to establish and maintain positive client relationships
• Ability to diagnose and solve problems creatively
• Ability to recognize and diffuse potential issues and/or difficult interactions
• Excellent communication (written and oral) and listening skills
• Desire and ability to learn quickly and apply knowledge to various situations
• Minimum 6 months call center or phone interaction experience

Skills Desired:

• Bachelors degree or minimum 2 years financial industry experience
• Experience in the insurance industry or familiarity with the financial industry
• Prior Operational and/or Insurance & Annuity experience is a plus

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees. About ApTask:ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.Candidate Data Collection Disclaimer:At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.If you have any concerns or queries about your personal information, please feel free to contact our compliance team at [email protected]