A Senior New Business Analyst provides support to Financial Services Representatives in analyzing, clarifying and submitting new client applications and transactions. A Senior New Business Analyst on the MMLIS (Investment) team is directly responsible for overseeing the processes to ensure protocol is being followed and all associates are being provided white glove service. The ultimate responsibility is to serve the Financial Service Representatives while prioritizing client interest, confidentiality, and compliance.
Duties and responsibilities
Qualifications
CRN202804-8686676
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