Remote PRT Operations & Client Management Associate

F G; United States; Hybrid; USD 65,000 - 90,000; Full time

Job summary

Fidelity & Guaranty Life Insurance Company is seeking an Operations Associate for PRT Client Management. You will support relations with potential and existing PRT clients, ensuring operational support and satisfaction.

You will report to the Director, PRT Client Management and work across teams to keep projects on track. The role requires a minimum of 3 years in financial services and a bachelor’s degree in finance or related fields.

Qualifications

• Ability to build effective relationships with clients and across teams.
• Excellent verbal and written communication; concise information sharing.
• Strong attention to detail with strong organizational skills.
• Adaptable in a changing environment and able to deliver results.
• Experience improving processes in financial services.

Responsibilities

• Serve as client contact during transaction integrations and ongoing satisfaction.
• Update and evolve the Integration Project Plan for each client.
• Attend regular client meetings to review progress and adjust plans.
• Coordinate transition activities from kickoff to certificate delivery and related deliverables.
• Collaborate with Pricing, Valuation, and Treasury to manage transactions.
• Document procedures within the team.
• Assist with administrative issues for covered annuitants.
• Prepare information for state exams, audits, etc.

Skills

Relationship building

Verbal & written comms

Attention to detail

Organization & documentation

Process improvement

Education

Bachelor’s degree in finance, economics, business, a related field

Job description

Fidelity & Guaranty Life Insurance Company is seeking an Operations Associate for PRT Client Management. You will support relations with potential and existing PRT clients, ensuring operational support and satisfaction.

You will report to the Director, PRT Client Management and work across teams to keep projects on track. The role requires a minimum of 3 years in financial services and a bachelor’s degree in finance or related fields.