Financial Services Application and Case Processor
Work Setup: Onsite
Employment: Full Time
Position: Financial Services Application & Case Processor
The client Network’s financial advisors work with families across inherited IRAs, life insurance claims, estate settlements, retirement income planning, and Medicare navigation. Behind every client engagement is a structured case management and application processing workflow — ensuring that paperwork is accurate, submissions are timely, and families’ financial transitions are handled without costly delays or errors.
This role owns the processing and coordination of financial service applications, insurance claims, account transfers, and estate-related documentation — working directly with the client’s advisors, custodians (Charles Schwab, Fidelity), and the Simplicity Group back-office to ensure every case moves efficiently and compliantly through the pipeline
Key Responsibilities
- Process and submit financial service applications including inherited IRA transfers, life insurance claim forms, annuity applications, and investment account openings through the client’s advisor platforms
- Manage in-flight cases end-to-end — tracking application status with custodians (Charles Schwab, Fidelity), insurance carriers, and the Simplicity Group back-office
- Identify and resolve NIGOs (Not in Good Order) — contact clients or advisors promptly to obtain missing information or corre
