Top Operations & Support Jobs

Responsible for technical support of investment account operations, providing training, resolving complex issues, mentoring staff, and ensuring quality assurance.

Provide timely, high-quality customer service to field and home office staff on benefits, compensation, and sales reporting. Resolve routine and some complex inquiries, escalate as needed, follow set procedures, document communications, support teammates, and continually improve processes while handling confidential data.

Serve as primary onboarding contact for field partners, expedite and monitor applications through underwriting to policy delivery, resolve issues, lead advisor calls, mentor junior staff, perform quality checks, and recommend process improvements to enhance onboarding efficiency and experience.

The Workday Configuration Lead manages Workday projects, coordinates with teams, oversees process improvements, ensures data integrity, and guides new system implementations.

The Product Compliance Specialist will analyze regulations, manage project submissions, review marketing materials, and support product compliance documentation and training.