What are the responsibilities and job description for the Services Request Specialist position at Sound Partners, LLC?
Services request Specialist
About Us
Sound Partners is a regional financial services firm affiliated with Equitable advisors. We have offices in Goldsboro, Greenville, Henderson, Raleigh, Smithfield and Wilmington as well as representation in Wilson.
Sound Partners is a family of values-led financial professionals who offer sound guidance and experience for our clients and communities by helping them protect, preserve and grow their wealth for generations to come.
Job Summary:
The Services Request Specialist will serve chiefly as the point person for processing client and service requests for Sound Partners and will be tasked with the responsibility of making sure some basic service requests for life insurance, annuities and broker dealer are addressed in a timely manner. Further, making sure that information is documented throughout all of our systems in a consistent manner which maintains the integrity of the data.
THIS IS NOT A REMOTE POSITION! Location of position can be Goldsboro, NC or Smithfield, NC office.
Duties/Responsibilities:
- Responsible for processing requests from clients which would include the following examples:
- Beneficiary changes
- Address changes
- Ownership changes on life policies
- Policy value updates for tax reporting
- Responsible for making sure all data received from the client is legible and can be processed by the service centers in a way that does not require us to have resubmit because of data discrepancies.
- Performs other related service duties as assigned.
Required Skills/Abilities:
- Excellent verbal and written communication skills.
- Highly skilled with Microsoft Office Suite.
- Familiarity with Salesforce.com a plus.
- Experience with electronic signature/delivery a plus (i.e. DocuSign or the like)
- Excellent organizational skills and attention to detail.
Education and Experience:
- Associate Degree is minimum requirement
- Experience with Salesforce, Microsoft Suite, SharePoint a plus
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Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift as much as 15 pounds at times.
Core Values:
- Be Authentic
- Show Care
- Have Going Concern
- Share Freely
- Operate as a Team
Salary & Benefit Information:
- Salary Range commiserate with experience
- Retirement plan with 3% match and 100% vesting.
- Generous holiday/PTO time.
- Short-term and long-term disability insurance.
- Employee life insurance.
- Flexible schedule negotiable.
Job Type: Full-time
Pay: $40,000.00 - $43,000.00 per year
Benefits:
- Paid time off
Shift:
- 8 hour shift
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- Office
Work Location: In person
Salary : $40,000 - $43,000