New Business Associate, Equity Services Inc.

New Business Associate, Equity Services Inc.

We’re looking for a proactive New Business Associate to join the Equity Services, Inc. (ESI) team within the National Life Group. In this role you will support the processing of securities applications and ensure accurate, efficient business operations in a fast‑paced environment.

Process securities applications, perform research and data entry, maintain client profiles, and collaborate with the team to meet processing deadlines. Provide support and training on electronic workflow and eSignature processes while maintaining confidentiality of client information.

Onsite work schedule with expectation to be in the office 4 days per week during core hours (Monday, Tuesday, Wednesday, and Thursday). Core days and schedule can change with advance notification.

• Build and maintain superior customer relationships, listen to client needs, and deliver service that exceeds expectations.
• Consult and answer customer questions over the phone for both internal and external customers.
• Process securities applications using the electronic workflow system, ensuring accuracy and regulatory compliance.
• Perform thorough research to gather necessary information, using available resources to complete applications.
• Key in and maintain client profiles and financial data in the record‑keeping system accurately.
• Collaborate with team members to meet processing deadlines and manage workload efficiently.
• Provide support and guidance on firm procedures, including forms accessibility, electronic workflow, and eSignature processes.
• Maintain confidentiality of all client and company financial information.

• Strong focus and ability to perform in a fast‑paced environment.
• Excellent organizational skills and prioritization of tasks.
• Customer‑focused with inbound/outbound customer service or relationship management experience, preferably in financial services.
• Willingness to teach and learn, sharing knowledge with team members.
• Proficient in MS Office Suite and quick to learn new software programs.
• Ability to work independently on research tasks and data entry with minimal supervision.

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs.

Base Pay Range: $19 – $28 per hour

Additional Compensation:
Potential for full range of medical, financial, and other benefits, 401(k) eligibility, paid time off, parental leave, and discretionary annual incentive programs.

National Life is accepting applications for this role on an ongoing basis; the position remains open until filled.