New Business Representative (Investments)


Lincoln, NE Technology
Be the first point of contact for our Advisors to process client accounts. Great opportunity to for career growth and training.

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

Ameritas is seeking a New Business Representative (Investments) to drive the business by the timely, accurate, and efficient processing of client accounts, existing account maintenance and updates, and other account requests while fulfilling both regulatory and internal obligations and deadlines. This position will work both with Direct Business accounts held at outside vendors and Brokerage/Investment Advisory accounts held through the companies clearing firms.

Essential Job Functions

* Efficiently process account maintenance items such as address changes, registration changes, financial updates, verifications, returned mail research, and other new business functions as directed by Operations Management.
* Review and accurately index new work items in the Business Process Management system.
* Utilize the Business Process Management and Imaging system to retrieve client paperwork and accurately enter client information into back-office systems.

* Effectively handle incoming calls on the New Accounts phone line and incoming emails in the New Accounts email inbox.
* Adherence to AIC Operations' Core Service Standards for processing and assisting other associates as dictated by volume of processing and direction from Operations management.

* Courteous customer service and effective oral and written communication with registered reps, outside financial institutions, Ameritas associates, and clients.
* Ability to work effectively with peers and supervisors in a multi-location environment.
* Effective utilization of multiple software programs, Internet applications, and databases necessary to complete workload requirements.


* Minimum of a high school education
* 2-3 years related work experience, preferably in the financial services and/or insurance industries.
* At least 1 year of customer service experience preferred.
* Strong data entry and verbal/written communication skills are required.
* Excellent attention to detail and ability to multi-task in a fast-paced, high-volume, and sometimes stressful environment.
* Experience with MS Office .
* Ability to work effectively with limited supervision and with teammates across multiple locations.
* Participation in opportunities to broaden professional and personal skills including related courses, LOMA examinations, and Ameritas provided learning opportunities. Candidate expected to pursue a Series 7 and Series 24.

We are Ameritas: proud to say we're in the business of fulfilling life.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 2769

Posted 4 months ago

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