IMCS Group · 6 days ago
CW Analyst_USA_USD
IMCS Group is a dynamic, multi-faceted division that provides financial counseling services to clients. The role involves preparing and reviewing applications, coordinating tasks, performing quality reviews, and ensuring data accuracy while working with various teams and systems.
Staffing & Recruiting
Responsibilities
Prepare and review new applications as requested by the business
Work with third party insurance carriers to ensure proper implementation
Coordinate and process team specific tasks
Perform quality reviews of other team members completed work and ensure data accuracy
Work across multiple systems and platforms
Interface with different teams and businesses to resolve on-going issues
Provide support and work on special projects as requested
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate
Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
Qualification
Required
Quick-thinking self-starter with a passion for the financial markets
Desire to work closely with high net worth individuals
Ability to think outside the box
Understanding of the markets
Ability to thrive in a fast-paced environment
Attention to detail
Strong communication skills
Client service skills
Ability to prepare and review new applications as requested by the business
Experience working with third party insurance carriers to ensure proper implementation
Ability to coordinate and process team specific tasks
Experience performing quality reviews of other team members completed work and ensuring data accuracy
Ability to work across multiple systems and platforms
Experience interfacing with different teams and businesses to resolve ongoing issues
Ability to provide support and work on special projects as requested
Ability to apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate
Understanding and adherence to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
Company
IMCS Group
IMCS Group is an IT, Healthcare, and Professional Staffing Company that helps Enterprises optimize the business value of their Staffing investments and enables them to achieve world-class business performance.