Licensing Specialist - Taguig, National Capital Region
2 linggo ang nakalipas
Job summary
We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance.
+Responsibilities
- Create and update master data, credentialing and banking files in SAP according to specific State Department of Insurance, FINRA, and Empower specific procedures and audit requirements for Advisors, Agents, Brokers and Broker-Dealers ,
- Review maintain manage time sensitive service request queue ensuring that work assigned is processed timely accurately within time standards all follow up conducted agreed upon time frames all documentation included service request meets audit quality control requirements will peer review other team members work ,
- Communicate articulately when responding to high volume questions issues received via CIRRUS email or calls from Advisors Brokers Broker-Dealers internal sales processing client service teams across lines business
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Paglalarawan ng trabaho
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Mga katulad na trabaho
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