CNO Financial Group Accounts Coordinator in Chicago, Illinois
As the Accounts Coordinator for our Bankers Life Securities Group you will provide processing support to Financial Advisor’s (FA) on opening and maintenance of client accounts, concerns or matters pertaining to, but not limited, to submitting business and finding and completing forms. This is an entry-level role and will provide an opportunity for a motivated individual to learn the processes of back office support operations.
Processing and establishing new accounts.
Provide administrative support to registered representatives by processing new account applications, obtaining necessary documents, resolving inquiries, and handling account transfers.
Assist with prepping and processing of mail.
Support the Pershing DBS Team to scan and index new accounts, cashiering and trading documents as needed.
Maintain current knowledge of corporate policies, products and departmental procedures. Updates will be communicated from management but maintaining and applying this knowledge is required on the part of the Account Coordinator.
Maintain departmental goals for quality & productivity.
Escalate service issues when necessary.
Communicate with Financial Advisors regarding not in good order (NIGO) paperwork to quickly reach a resolution.
Review paperwork through appropriate processing queues within Pershing’s NetX360 platform.
Minimum of high school diploma or equivalent; college degree preferred.
Securities Industry or equivalent financial services experience preferred.
Knowledge of with Microsoft Office Products.
Effective and professional oral and written communication skills.
Ability to multi-task by researching multiple systems and entering data while talking to customers Customer focused and team oriented.
Knowledge of CRM systems preferred.