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Apogem Capital · 3 days ago

Senior Institutional Client Service Representative - Stable Value & Guaranteed Products

Jersey City, NJ

Full-time

Hybrid

Mid, Senior Level

$50K/yr - $65K/yr

3+ years exp

Apogem Capital is a key player in the financial services sector, focusing on Stable Value and Guaranteed Products. The Institutional Client Service Representative will support institutional clients, ensuring accurate trade processing and resolving service-related issues while building strong relationships with clients.

Financial Services

H1B Sponsor Likely

Responsibilities

Process trades for Guaranteed Products and the Stable Value Investments Group in compliance with audited operational procedures

Support the Participating (“Par”) Group by processing contractholder-directed annuities and lump sum requests, and by responding to contract-related inquiries

Resolve service-related issues, including “not in good order” situations from NSCC trading, using established departmental procedures

Provide accurate and timely information to stable value clients, including pricing, accrued/credited interest calculations, account balances, audit inquiries, and tax reporting support

Establish and maintain strong internal and external relationships by assessing client needs and responding effectively

Demonstrate a solid understanding of Stable Value client operational procedures, industry practices, and regulatory requirements; effectively communicate this information to clients

Maintain strong working knowledge of applications, products, and services to support evolving client needs

Maintain records and files in accordance with company business policies

Partner with internal teams (Investments, Operations, Compliance, etc.) to ensure seamless client service and resolution of complex inquiries

Identify and recommend process improvements that enhance efficiency, accuracy, and client satisfaction

Qualification

Client service experienceAnnuitiesStable Value ContractsMicrosoft Office proficiencyTime management skillsOrganizational skillsCommunication skillsAdaptability

Required

3–5 years of client service or operations experience in financial services, preferably with annuities, stable value, or retirement products

Background and knowledge of Group Annuity Contracts and/or Stable Value Contracts and terminology

Excellent time management, organizational, and multi-tasking skills to manage a varied workload effectively

Strong computer skills with proficiency in Microsoft Office applications

Strong written and verbal communication skills

Ability to adapt quickly and remain effective in a dynamic, fast-paced environment

Demonstrated ability to apply technical industry knowledge to day-to-day issues and leverage technology for improved service delivery

Flexible and resilient in a changing environment

Willingness to assist with department initiatives and cross-functional projects, contributing subject matter expertise and insights

Preferred

Bachelor's degree in Business, or related field preferred

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Company

Apogem Capital

Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.

Founded in 2022

New York, New York, USA

201-500 employees

https://apogemcapital.com/

H1B Sponsorship

Apogem Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)

2022 (1)