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Service Analyst

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Job Snapshot
Location:
Phoenix, AZ 85001 (map it!Map it! )
Employee Type:
Full-Time
Industry:
Banking - Financial Services
Manages Others:
Not Specified
Job Type:
Finance
Education:
None
Experience:
Not Specified
Travel:
None
Post Date:
11/4/2009
Contact Information
Ref ID:
PCK333-122151
Description Highlights

Job ID: 50292

Position Type: Full Time - Regular

Location: AZ-Phoenix

Relocation: No

Requirements:

EDUCATION and/or EXPERIENCE
  • Two to five years related brokerage experience.
  • Series 7 license preferred
  • One to three years call center/customer service experience
  • Ability to work well as part of a team. Detail, multi tasker, and deadline oriented; self starter.
  • Exceptional organizational skills
  • Proficient with windows, Microsoft applications such as Word, Excel, and Outlook.

    LICENSES and CERTIFICATIONS

    Series 7 license preferred.

    Education: Not Indicated

    Experience: 3-5 years

    Description:

    SUMMARY

    As a Service Analyst you will be responsible for supporting our Advisors by answering inbound calls related to brokerage operations, paperwork requirements, system education and related questions, and explaining policies and procedures set forth by the broker dealer. Topics of requests may include, commissions, account establishment and maintenance, advisory business, cash management, transfers and retirement accounts. You will be required to establish a rapport with the financial professionals in the financial industry within the AIG Advisor group family. You will receive the skills, training, and tools to exceed in this role.

    ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Receive inbound calls from Advisors who have service related issues.
  • Create a strong working relationship with Advisors and their assistants.
  • Strong interaction with clearing firm on routine brokerage account platform questions.
  • Work independently to make decisions regarding resolution of issues.
  • Pay close attention to detail, process work accurately.
  • Exercise judgment to know when to escalate issues to supervisor or manager
  • Ability to communicate with appropriate areas to resolve Advisors concerns and issues.
  • Analyze problems and follow through to resolution.
  • Create ONYX incidents for most inbound calls.
  • Works collaboratively with Operational, Compliance, and Marketing departments to assure satisfaction of the needs of our field associates.
  • Educates Advisors where to find on line information.
  • Keep up to date on changes to industry and business processes.
  • Process incoming on line requests from Advisors and resolve requests in a timely manner.

    About Us:

    Retirement Services serves more than five million customers with retirement savings products and services through its vast distribution network of registered representatives, independent broker-dealers, national and regional securities firms, banks and insurance agencies.

    The six major businesses that comprise Retirement Services include:

    Advisor Group, Inc., one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance.

    SunAmerica Affordable Housing Partners, Inc. (SAAHP), one of the nation's leading investors in low-income housing tax credit transactions and the fifth largest apartment investor in the nation.

    SunAmerica Asset Management Corp., a mutual fund and asset management business.

    SunAmerica Retirement Markets, Inc., specializing in marketing and distributing retirement savings products through an extensive national network of registered representatives at independent broker-dealers, securities firms and banks.

    VALIC, who, for more than half a century, has served as a leading plan provider for K-12 schools and school districts, as well as for higher education and healthcare institutions.

    Western National Life Insurance Company, the largest issuer of fixed annuities in the United States and the leading provider of annuities sold through financial institutions.
    • Requirements .

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