Axelon Services Corporation

Compensation

Full Description

Job Title: Investment Services Specialist 1 Company Overview: Axelon Services Corporation is a leading financial services firm dedicated to providing innovative investment solutions and exceptional client service. With a strong commitment to integrity and excellence, Axelon supports clients nationwide through cutting-edge technology and expert financial guidance. Role Overview: As an Investment Services Specialist 1, you will play a crucial role in ensuring the accuracy and completeness of financial planning and new business submissions. Your attention to detail and communication skills will help maintain smooth processing and resolution of client data issues. What You'll Do: - You will review and process financial planning and new business submissions to ensure they meet company standards. - You will determine if submissions are in-good order or not-in-good order according to regulatory and company requirements. - You will reconcile discrepancies and communicate pending issues to relevant stakeholders promptly. - You will maintain accurate records of client data and submission statuses. - You will collaborate with internal teams to resolve submission issues efficiently. - You will support continuous improvement initiatives to enhance processing workflows. - You will provide excellent client service by addressing inquiries related to submission status. What You Bring: - Minimum of 1-2 years of experience in financial services or investment operations. - Strong knowledge of financial planning processes and regulatory requirements. - Excellent attention to detail and organizational skills. - Effective communication skills, both written and verbal. - Proficiency with financial software and data management tools. Bonus Points If You Have: - Experience working in a remote environment. - Familiarity with investment products and services. - Prior experience in client-facing roles within financial services. - Certification in financial planning or related fields. What We Offer: - We offer a 100% remote work environment for flexibility and work-life balance. - We offer competitive salary and comprehensive benefits package. - We offer opportunities for professional development and career growth. - We offer a supportive and collaborative team culture. - We offer access to cutting-edge financial technology and resources. Ready to Apply? Please submit your resume and cover letter through our online application portal at www.axelonservices.com/careers. We look forward to reviewing your application and potentially welcoming you to our team.