• Job Description

  Req#: R-125:022024

  Join Our Team

  In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

  About this Position

  The Managed Account Services Analyst supports Primerica’s managed investment wrap-fee program, the Lifetime Investment Platform. The Service Analyst works closely with internal teams and external business partners to ensure accounts are properly maintained according to the program guidelines and custody rules. The right candidate is a highly organized and focused individual who works well in a collaborative team environment. The candidate should be able to easily shift gears depending on issues that arise and apply critical thinking skills to solve problems
  
  This is a remote position.
  The estimated salary range for this role is: 48K-52K

  Responsibilities & Qualifications

  The Account Services team is responsible for the day-to-day operations of the Lifetime platform. The Account Services Analyst is responsible for the management of incoming Cash Management and Maintenance requests via workflow or the customer service phone line, and the Quality Review of work processed.

  The Managed Account Service Analyst is responsible for analyzing incoming cash-management and maintenance related requests to determine proper handling, ingesting and indexing into the workflow system. Each incoming request is unique and requires a certain level of analysis to ensure proper handling. Most of the requests received will have the potential for financial impact if not handled appropriately; thus, requires considerable attention to the smallest of details. The Analyst will also be responsible for handling escalated calls from our client phone line that the primary call center is unable to process. The right candidate will have prior back office securities operations (brokerage or advisory) experience, or related experience, prior experience in client/customer relations, and be extremely detailed oriented.

  The Managed Account Services Manager may delegate tasks to the Analysts such as: preparing and working exceptions reports, quality review of processing, User Acceptance Testing, special projects etc.

  Essential Functions:

  • Performs In Good Order review of all incoming documents, forms and requests to create tasks in the workflow system
  • Is aware of basic back office securities operations concepts and functions
  • Takes client calls with an eye to customer service and retention.
  • Is aware of industry rules and regulations
  • Is risk minded
  • Performs quality review of worked processed
  • Escalates issues related to the receipt of incoming forms or issues raised by the field, internal and external service departments as necessary

  Knowledge, Skills, and Abilities:

  • Bachelor’s Degree or equivalent work experience
  • 1-3 years experience in back office operations; brokerage operations or advisory experience is a plus
  • 1-3 years experience in customer/client service
  • Familiarity of trade operations is a plus
  • Prior experience using workflow systems for processing is a plus
  • Excellent oral and written communication skills as well as interpersonal skills
  • Strong organizational skills, including the ability to manage multiple tasks and projects simultaneously and meet strict deadlines
  • Ability and willingness to learn new skills related to the successful achievement of departmental goals, including but not limited to: software applications necessary for the successful continuation of surveillance functions
  • Self-motivated and the ability to work in a fast-paced collaborative team environment
  • Ability to work on weekends and overtime as needed
  • Series 6/7 a plus

  FLSA status:
  This position is exempt (not eligible for overtime pay):

  No

  Our Benefits:

  • Day one health, dental, and vision insurance

  • 401(k) Plan with competitive employer match

  • Vacation, sick, holiday and volunteer time off

  • Life and disability insurance

  • Flexible Spending Account & Health Savings Account

  • Professional development

  • Tuition reimbursement

  • Company-sponsored social and philanthropy events

  It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

  At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

• About the company

  Primerica, Inc. is a United States-based multi-level marketing company that sells insurance and financial services.

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