National Planning Corporation® (NPC®) has an opening for an
Account Maintenance Representative
. NPC is a full-service Broker-Dealer and Registered Investment Adviser serving independent representatives nationwide.
NPC is part of the National Planning Holdings, Inc. (NPH) network affiliated with Jackson National Life Insurance Company® ("Jackson®").
Jackson is one of the nation's largest and fastest growing financial services companies, with over $100 billion in total assets. Jackson offers a range of retirement products and services including variable, fixed and fixed index annuities. Please visit our website at
for more information.
- Please note that NPC will be relocating to El Segundo, CA in June 2014*
Ensures proprietary database information is accurately maintained. Manages and maintains document workflow and scanning. May provide customer service and problem resolution for registered representatives and sales assistants. May assist with special projects and/or training new team members.
Essential Job Duties & Responsibilities
May provide customer service by answering inbound phone calls for registered representatives and sales assistants
Enters and updates client account information timely and accurately utilizing knowledge of various computer software packages
May maintain and respond to the Account Maintenance and the Electronic Order Entry (EOE) support group's email and voice mail boxes
Ensures Commissions missing account reports are completed timely and accurately
Enters receivables into database
Clarifies account discrepancies with the Reps and/or Fund Companies
Ensures documents are imaged within the expected time
Ensures strict confidentiality of client, firm, and employee records
May assist with special projects as assigned
May assist with training new team members
Other duties as assigned
Job Requirements (Knowledge, Skills & Abilities)
Strong knowledge of MS Office and other relevant applications
Strong data entry skills
Attention to detail
Ability to understand and follow specific instructions and procedures
Ability to maintain confidentiality of records information
Knowledge of financial servies products
Education and Experience Required
High School Diploma or equivalent
1-3 years experience
Jackson offers an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a 401(k) retirement plan with matching, and a college tuition reimbursement program for employees and eligible dependents.
Online applications requested. Contact
for alternate formats for accommodation.
Equal Opportunity Employer
Company facilities and campuses are tobacco-free environments.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by the personnel so classified
National Planning Corporation
Jun 9, 2014, 1:52:27 PM
Jackson National Life Insurance Company, a subsidiary of UK insurer Prudential plc, offers financial services (fixed, indexed, and variable...