Allstate Financial Services Operational Support Analyst - Remote, Remote, US

The world isn’t standing still, and neither is Allstate. We’re moving quickly, looking across our businesses and brands and taking bold steps to better serve customers’ evolving needs. That’s why now is an exciting time to join our team. You’ll have opportunities to take risks, challenge the status quo and shape the future for the greater good.

 

You’ll do all this in an environment of excellence and the highest ethical standards – a place where values such as integrity, inclusive diversity and accountability are paramount. We empower every employee to lead, drive change and give back where they work and live. Our people are our greatest strength, and we work as one team in service of our customers and communities.

 

Everything we do at Allstate is driven by a shared purpose: to protect people from life’s uncertainties so they can realize their hopes and dreams. For more than 89 years we’ve thrived by staying a step ahead of whatever’s coming next – to give customers peace of mind no matter what changes they face. We acted with conviction to advocate for seat belts, air bags and graduated driving laws. We help give survivors of domestic violence a voice through financial empowerment. We’ve been an industry leader in pricing sophistication, telematics, digital photo claims and, more recently, device and identity protection.

 

We are the Good Hands. We don’t follow the trends. We set them.

Job Summary:

The Allstate Financial Services (AFS) Operational Support Analyst provides prompt, friendly and knowledgeable pre-sale and post-sale service to AFS, LLC customers and representatives. The role maintains high quality of work levels in addition to compliance with FINRA and SEC rules and regulations and serves as a go-to resource for Operations. Broker Dealer experience will be useful in this opportunity. The selected individual will need to be organized, support resources, problem-solve and possess good communication skills. 

Key Responsibilities:

• Helps support initiatives to explore the use of AI (artificial intelligence) and process efficiencies within the broker dealer
• Responsible for CAT/CAIS reporting
• Responds to PFR inquiries from SEC and FINRA
• Maintains accurate books and records
• Ensures team members follow proper policies and procedures
• Responsible for new and on-going product and procedural training and maintenance of job aids and knowledge management systems
• Works closely with AFS, LLC Communications to inform the field of procedural changes and events
• Promotes and fosters team collaboration to provide AFS customers outstanding service
• Searches for facts and provides accurate information 
• Communicates accurate information about products, services, policies and procedures
• Ensures brokerage accounts held through NFS are in good order including accurate beneficiary information, fee activity, handling unsecured debit amounts, low-balance clean-up and yearly management

Supervisory Responsibilities:

This job does not have supervisory duties.

Education and Experience:

• 4 year Bachelors Degree (Preferred)

• 0-2 years experience (Preferred)

• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Certificates, Licenses, Registrations:

• Series 7,24 and 51 or ability to obtain these licenses

Functional Skills:

• Ability to motivate and provide expert-level assistance

• Excellent verbal communication skills, outstanding customer service ability

• Knowledge of securities industry

• Proficiency in Microsoft Office applications

• Analytical and problem-solving skills

• Ability to work independently and as a team

Notes:

The preceding description is not designed to be a complete list of all duties and responsibilities. May be required to perform other related duties as assigned. Regular, predictable attendance is an essential function of this job.

Compensation offered for this role is $50,000.00-$75,875.00 per year and is based on experience and qualifications.

The candidate(s) offered this position will be required to submit to a background investigation, which includes a drug screen.

 

Good Hands. Greater Together. ℠

 

As a Fortune 100 company and industry leader, we provide a competitive salary – but that’s just the beginning. Our Total Rewards package also offers benefits like tuition assistance, medical and dental insurance, as well as a robust pension and 401(k). Plus, you’ll have access to a wide variety of programs to help you balance your work and personal life -- including a generous paid time off policy. For a full description of Allstate’s benefits, visit https://www.allstate.jobs/benefits/

 

Learn more about life at Allstate. Connect with us on Twitter, Facebook, Instagram and LinkedIn or watch a video.

 

#LI-DM1

 

Allstate generally does not sponsor individuals for employment-based visas for this position.

 

Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

 

For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.

 

To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs

 

To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.

 

It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.

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