Service Analyst


Strategic Staffing Solutions


Strategic Staffing Solutions is currently looking for a Service Analyst for a contract opening with one of our largest clients!

This is a Contract Opportunity with our company that MUST be worked on a W2 ONLY, NO visa sponsorship or C2C eligibility for this position.  The details are below.

Job Title: Service Analyst 

Contract: 6 Months    

Location: Cleveland, OH

Job/Role Description:

  • Review of all new business mutual fund applications and investor profiles for our proprietary and non-proprietary vendors.
  • Meet and exceed daily application goal assignments.
  • Effectively and clearly communicate to our agents and clients(as needed), any missing information that required to make the paperwork in good order, and initiating timely follow-ups when necessary.
  • Managing workflow queues to exceed our service levels, including regular daily review of all pending new business for receipt of missing information.
  • Entering the new account information into our database systems.
  • Follow all procedures related to the handling of new business.
  • Managing Control Reports reports.
  • Handling of our agent Succession and Unprocessed Commissions processes.
  • Managing rejected paperwork workflow.
  • Processing and updating client profile information through Book & Records periodic notifications and other written instructions.
  • Managing return mail.
  • Handling various In force correspondence and maintenance items such as beneficiary updates, check writing feature requests, name changes, review and processing of Power of Attorney requests, various ad-hoc letters of instruction.
  • Managing incoming faxes, e-mails, and rejected work items.
  • Possible matriculation to handling incoming calls from our agents and clients related to new business and our eApp technology

Required Qualifications:

  • Excellent at following up on pended and open work items and managing the workflow queues.
  • Positive, customer focused attitude with a desire to exceed customer expectations.
  • Must be able to operate in a team environment and contribute to the company and team goals.
  • Strong technical and analytical skills required.
  • Excellent verbal, written communication, and listening skills.
  • High School Diploma required; Bachelor’s Degree Finance or Business discipline preferred.
  • Series 7 & 63 FINRA licenses desired
  • Experience with National Financial Service FBSI mainframe system

 How to Apply:  send resume and contact information to Nick Gleason, Sourcing Specialist, at .

The S3 Difference:

The global mission of S3 is to build trusting relationships and deliver solutions that positively impact our customers, our consultants, and our communities. The four pillars of our company are to:

  • Set the bar high for what a company should do
  • Create jobs
  • Offer people an opportunity to succeed and change their station in life
  • Improve the communities where we live and work through volunteering and charitable giving

As an S3 employee, you’re eligible for a full benefits package that may include:

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Plan
  • Vacation Package
  • Life & Disability Insurance Plans
  • Flexible Spending Accounts
  • Tuition Reimbursement

Job ID: JOB-226470
Publish Date: 19 May 2023

Tagged as: Service Analyst