National Planning Holdings, Inc. (NPH) has an opening for a Data Integrity Representative. NPH is one of the largest independent broker-dealer networks in the United States serving independent financial advisors nationwide.
NPH is an affiliate of Jackson National Life Insurance Company® (Jackson®). Jackson provides various annuity and institutional products available for purchase through the broker-dealers, as well as the stability and financial support of one of the leading providers of retirement solutions companies in the U.S.
To learn more about our broker-dealer network and the services we offer, please visit our website at
Provides customer service and problem resolution for registered representatives, sales assistants and customers. Assists registered representatives, sales assistants and customers in processing and completing service requests. Answer questions regarding the usage of broker dealer software.
Essential Job Duties & Responsibilities
Answers incoming telephone calls/inquiries from registered representatives, sales assistants and customers on a variety of topics including data questions, content questions, and overall questions on broker dealer software.
Contacts clearing firm(s) and other external vendors to resolve inquiries.
Provides general operational processing assistance.
May research and resolve incoming inquiries and errors.
Recognizes and reports data anomalies, or data inconsistencies.
Resolves moderately complex questions. Refers more detailed questions to more senior level representatives or other departments for resolution.
Ensures strict confidentiality of client, firm and employee records.
May provide back up to other operational areas.
Informs Manager of all issues that appear to be non-compliant.
Other duties as assigned.
Knowledge, Skills & Abilities
Solid knowledge of various data sources and data origins.
Solid knowledge of financial services industry and products.
Ability to establish and maintain effective client relationships.
Ability to develop knowledge of clearinghouse services, and industry tools.
Strong math skills.
Requires strong detail orientation and organization skills.
Strong communication and customer service skills.
Strong PC skills (MS Word, Excel, Outlook and other relevant applications).
Education and Experience Required
High School Diploma or equivalent required; Bachelor’s degree preferred.
2 - 4 years securities experience preferred
Certifications, Licenses, Registrations
Series 7 & 63 or 66 strongly preferred.
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.
Mar 13, 2013, 8:27:00 AM
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