Investment Client Services Analyst – Application Support (NRF)
Core
Deliver personalized client experience and support Financial Representatives with complex investment-related inquiries, transactions, and servicing needs.
Role type
Senior IC investment client services analyst (application support)
Builds
Client retention and trust through expert resolution of investment product questions and transaction escalations
Domain
Financial services / Investment products
Deliverable
client delivery
Required skills
Investment product knowledge (VA, VL, VUL, Retirement, Business), Tax implications expertise, Complex problem solving, Escalation management, Root cause analysis, Case management, Compliance adherence
Preferred skills
Coaching and training others, Technology adoption guidance, Change management
Technologies
Current software packages, Self-service digital capabilities
Responsibilities
Answer client questions and explain servicing options, Resolve basic and intermediate inquiries and transactions, Research complex problems and resolve escalations, Coach or train team members, Educate clients on website features and self-service capabilities, De-escalate challenging client situations
Seniority
Mid-level, hands-on IC
