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Responsibilities
Assist in the sales process for Advisory programs and platform to Financial Advisors or Private Wealth Advisors.
Heavy direct contact with Financial Advisors, Private Wealth Advisors and branch office personnel.
Proficiently utilize all proprietary applications such as CG Portal, 3D Desktop, 3DR, Lydia (trading application), Account Inception and Update Tool, and Common Proposal System as well as navigate other system tools available.
Provide proactive education and assistance to Branch Managers, FAs, PWAs, and Sales Assistants in Advisory programs with respect to: product, policies, procedures and online systems navigation.
Assist FAs and PWAs with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
Work collaboratively with team members by managing call volume and service levels while providing outstanding customer service.
Utilize contact management system (Avaya and Connect) effectively.
Participate in FSS cross training programs to broaden and strengthen experience in the industry and across multiple Advisory programs.
Qualifications
Experience:
Need at least ONE of the following-
o Bachelors degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETFs & Mutual funds, investment portfolio construction, Asset Allocation theory)
o One year of experience in the financial Services experience - in areas dealing with investments (stocks, bonds, ETFs & Mutual funds)
Additional-
Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment
Clear and efficient communicator; results oriented; flexible and adaptable
Ability to build relationships across departments throughout Brokerage
Result oriented individual who is flexible and able to adaptable to change
Excellent communication and interpersonal skills
Strong focus on customer service
All your information will be kept confidential according to EEO guidelines.
