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Aegon · 3 days ago

Sr Field Services & Operations Associate (Call Center Environment)

United States

Full-time

Remote

Senior Level

$59K/yr - $72K/yr

5+ years exp

Aegon is a financial services company, and they are seeking a Sr Field Services & Operations Associate to support business processing on the Fidelity National Financial Services platform. The role involves providing guidance to financial professionals, responding to requests in a call center environment, and developing operational metrics to enhance service and processing.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

Responsibilities

Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform

Provide guidance and training to financial professionals on platforms/technologies, processes, compliance, best practices, etc

As a member of the Call Center, respond to requests for trading, account maintenance, order entry, platform navigation, cashiering functions, opening and closing accounts, etc

Provide support and guidance for the eMoney and Docupace platforms

Produce reports from Wealthscape and Avaya required for TFA to oversee service and processing metrics, and identify areas for optimization

Partner with NFS Middle Office on account management services

Identify and develop operational impact metrics, including collecting, analyzing, and reporting

Keep up to date on rules and regulations governing firm procedures

Identify and develop operational service improvements

Qualification

NFS Wealthscape platformSecurities/financial servicesAvaya telephony systemMS OfficeEMoneyDocupaceEnvestnetSalesforceCommunication skillsAttention to detailProblem-solving skills