Sales Supervision Contact Center Coordinator
Core
Manage incoming contact center calls and support the workflow of non-digital annuity and alternative investment cases for the Sales Supervision team.
Role type
Contact center coordinator (sales support)
Builds
Efficient workflow management and timely paperwork processing for annuity and alternative investment cases
Domain
Financial services (annuities, alternative investments)
Deliverable
client delivery
Required skills
call handling, case routing, documentation reconciliation, order assignment, submission deficiency resolution, report generation
Preferred skills
FINRA Series 6 or 7, annuity product experience, Salesforce, NetX360, SharePoint, OneNote
Responsibilities
Handle incoming calls and address inquiries, facilitate case routing for annuity and alternative investments, resolve missing or misrouted documentation, assign Subscribe orders to principals, work with financial professionals to address submission deficiencies, assist in managing department reports
Seniority
Individual contributor