Discovery Invest Broker

SUMMARY:
Discovery Invest Broker

POSITION INFO:

• Responsible for the administration and servicing of investment products, ensuring that client instructions are processed accurately and efficiently.
• Processing transactions for investment products such as retirement annuities, preservation funds, endowments, and living annuities.
• Handling withdrawals, transfers, retirements, and other investment servicing requests.
• Responding to queries from clients, policy holders, financial advisers, and franchise partners via phone and email.
• Requesting, tracking, and verifying outstanding documentation required to process transactions.
• Maintaining accurate client records and ensuring compliance with company policies and financial regulations.
• Managing escalated cases and resolving complex client issues.
• Building and maintaining relationships with financial advisers, clients, and internal stakeholders.
• Monitoring workloads and ensuring service level agreements (SLAs) and daily targets are met.
• Assisting with testing and implementation of system enhancements and process improvements.
• Preparing reports. maintainng statistics. and ensuring a high level of accuracy with minimal errors.