CL&R Senior Analyst (FINRA)

Location: Milwaukee, WI Corporate; hybrid

Salary: $21.77–$32.66 per hour

Company

hirify.global provides insurance and investment services through its affiliated financial entities.

What you will do

• Verify requirements and process contract, license, registration, and termination forms within regulatory timeframes.
• Analyze complex cases and coordinate resolutions with field teams, division management, the Law Department, and NMIS Compliance Officers.
• Cancel state insurance licenses and company appointments associated with contract terminations.
• Update agent names, addresses, group office records, and regulated FINRA records.
• Process NMIS terminations through U5 forms and manage registered representative suspensions and inactivations.
• Meet service-level goals, support team members, share knowledge, and identify process improvements.

Requirements

• Associate degree in Business or a related field, or at least four years of professional customer service experience.
• Contract, License Registration, or related industry experience is preferred.
• Previous proactive case management experience is required.
• Proficiency with Word, Excel, written office communications, keyboarding, and accurate data entry.
• Ability to analyze complex information, assess risks, solve problems, make independent decisions, and prioritize assignments.
• Ability to handle confidential information accurately in a fast-paced, high-volume environment and work independently or collaboratively.

Culture & Benefits

• Work in a team environment with cross-functional collaboration across home-office and field stakeholders.
• Contribute to policy, procedure, workflow, and process improvements.
• Support a client-focused organization committed to quality and accuracy.
• The position is classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of the required form.