Position Summary: We are creating a new position for a Client Experience Coordinator who will be charged with ensuring the overall client experience meets a high level of satisfaction. This is a new position to our local family-owned firm. A position at an independent financial planning practice will expose the candidate to a wide range of activities relating to investments and insurance products and financial planning services. Position priorities include maintaining and ensuring for quality control ofInvestors Choice Financial Services Inc.
Position SummaryThe Back-Up Servicing Analyst provides back-up servicing analysis and risk mitigation to the GreatAmerica Portfolio Services Group (“GPSG”). Responsible for assisting with the oversight of assigned backup servicing contracts. Specifically, this position will assist with the onboarding, periodic reporting, monitoring, and overall transition preparation for GPSG backup servicing assignments. Additionally, provides analytical support to the GPSG business unit leaders to support operating andGreatAmerica Financial Services Corp