2 jobs found in Addison

What You'll Do: As an Infrastructure Engineer in Benefits & Protection Distribution IT, you’ll assist with production, implementation, and support of new and existing technologies in our Addison, Texas office. You’ll interface with both internal and external customers, problem solving on a wide array of technical questions/issues. This team has a focus on quality of work and professionalism with both onsite and virtual collaboration.   As a Member of the Team, You Will: Maintain a high level of customer service by answering business partner’s calls, emails, and instant messages. Direct interaction with business partners to identify, research, document, design solutions and resolve issues. Responsible for learning and providing contributions by understanding technical functionality, usability, design, security, and operation of supported systems. Independently research complex solutions in a fast-paced environment. Tools and technologies you may...

What You'll Do: The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact between financial professionals, product partners, and custodians.   Here are a few examples of the kinds of things you’ll do: Provide training to financial professionals for new business protocols and technology fundamentals. Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with broker dealer. Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations. Implement and manage systems to track multiple time sensitive...