As a Trading Services Analyst, you will be responsible for reviewing the correctness and completeness of incoming Annuity, Life and 529 new business applications and additions, post issue documents and corrections sent by Financial Advisors and is are also responsible in performing a secondary review of the documents and all transfers processed from Chase and Brokerage accounts. You will also be assisting in reviewing existing processes, identifying process gaps, identifying areas for improvement, and developing the appropriate controls for each. You'll support business partner deliverables, including documenting business requirements, documenting quality standards, and demonstrating adherence to established procedures while demonstrating an in-depth working knowledge of the entire Insurance and Retirement process.

Job Responsibilities:

Document, review, and evaluate new business applications and additions, post issue documents and corrections Work with business partners to ensure consistency in implementing change related to system, policy, and procedural enhancements required to remediate systemic issues and/or process breaks Propose process reengineering solutions to resolve current process breaks and identify areas of opportunity for improvement Ensure adherence to established policies and procedures of the process Work in an environment that offers a wide degree of creativity and latitude with the expectation of high performance and results Interact with and manage global relationships Lead groups and process improvement initiatives

Required qualifications, capabilities, and skills:

Three to five years’ experience; focus on service, project management or support preferred Advanced skills in Microsoft Office, including Excel and Access Customer service, team and goal-oriented, enhanced by a high sense of urgency and professionalism Excellent analytical skills with close attention to detail Ability to communicate effectively both orally and in writing with internal and external customers Excellent communication and people skills used to drive self and teams to get tasks completed. Ability to effectively interact with all levels of business. Ability to present a professional image and demeanor to internal/external customers and team members Demonstrate organizational skills and ability to handle working within strict timelines Ability to coach and mentor team members by demonstrating job knowledge and constantly displaying professionalism Ability to work non-standard hours, including early morning, late evening, and weekends to accommodate testing schedule requirements Demonstrate organizational skills and ability to handle working within strict timelines

Preferred qualifications, capabilities, and skills:

Service Connect experience is highly desired