Senior Investment Service Associate

Job not on LinkedIn

🔥 5 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

World Insurance Associates LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2012

💸 Finance

⚕️ Healthcare Insurance

🚗 Transport

Finance • Healthcare Insurance • Transport

World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.

📋 Description

• Serve as a primary Service & Support contact for World’s Alternative Investments platform • Manage advisor onboarding and access requests • Support advisor product training and compliance workflows • Triage, route, and process alternative investments-related requests from advisors • Coordinate operational workflows tied to the platform • Maintain accurate logs, lists, and records for available alternative investment products • Develop and maintain advisor-facing resources such as FAQs, training references, key contacts, and process guides • Assess issues and implement solutions in conjunction with Investment Team members • Review and respond to investment team service requests for both WorldMAP and the World Alternatives Investments Platform

🎯 Requirements

• Bachelor’s degree or equivalent relevant wealth management industry experience • 3 or more years of relevant wealth management industry experience • Strong written and verbal client communication skills • Outstanding attention to detail • Excellent responsiveness to requests/questions in a professional setting. • Ability to manage multiple tasks/projects simultaneously. • Excellent accountability for deadlines and execution of tasks and follow-up. • Creative problem-solving skills.

🏖️ Benefits

• 401(k) with Employer Match • Health Insurance (with HSA option) • Dental Insurance • Vision Insurance • Life Insurance • Flexible/Unlimited Paid Time Off Policy • Flexible Spending Account (FSA) • Healthy Work/Life Balance • Maternity/Paternity Leave Policy • Remote Work Opportunity