Client Onboarding & Compliance Specialist

amerilife; Wheaton (IL); On-site; USD 58,000 - 78,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental

Vision

Retirement plan

Disability insurance

Life insurance

Job summary

AmeriLife, a leader in life, annuity and health insurance solutions, seeks a detail-oriented New Business Associate to efficiently process new client applications and ensure regulatory compliance. You will verify documents, input data into the portal, and coordinate with advisors and internal teams to move applications forward.

The role emphasizes accuracy, confidentiality, and proactive process improvements within a fast-paced environment.

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• Experience in processing or financial services is preferred.
• Strong attention to detail and data verification.

Responsibilities

• Reviewing new client applications for completeness and accuracy.
• Verifying supporting documentation such as identification and financial statements.
• Inputting applicant information into the company portal accurately.
• Communicating with advisors to request documents or provide updates.
• Collaborating with internal teams to facilitate the application process.
• Ensuring compliance with regulatory guidelines and internal policies.
• Maintaining accurate records of status, correspondence, and decisions.
• Providing exceptional customer service to advisors.
• Identifying opportunities for process improvements.

Skills

Attention to detail

Communication skills

Independence & teamwork

Regulatory knowledge

Confidentiality

Cross-functional teamwork

Education

Bachelor's degree in finance, business administration, or related field

Tools

Microsoft Office

Investment management software

Job description

AmeriLife, a leader in life, annuity and health insurance solutions, seeks a detail-oriented New Business Associate to efficiently process new client applications and ensure regulatory compliance. You will verify documents, input data into the portal, and coordinate with advisors and internal teams to move applications forward.

The role emphasizes accuracy, confidentiality, and proactive process improvements within a fast-paced environment.