Sales Associate
Sales Associate
Posted on :
18-06-2025
Employer Active
1 Vacancy
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Job Description
Description
Assist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team.
Primary Responsibilities:
- Facilitate trades
- Research and respond to client inquiries
- Maintain strong relationship with client base and identify service solutions that support client needs
- Conduct client outreach
- Ability to recognize potential sales or service opportunities
- Ability to prepare presentations
- General administrative duties
- Advanced Word Excel PowerPoint and Internet knowledge
- Firm requirements for continuing education for registered persons
- Perform daily operations client service and Account Executive support
- Provide account information to clients and Account Executives
- Learn the business and products to assist Account Executives
- Clerical duties such as handling telephones mailing filing and processing forms
Required Background:
- 2-5years industry experience
- Active Series SIE 7 63 65 (or 66)
Desired Experience/ Skills:
- Outstanding client rapport-building skills
- Strong computer skills
- Knowledge of Fidessa Pershing and Addepar is helpful.
- Bilingual in Spanish is preferred
Primary Location Full Time Salary Range of $75000 - $100000.
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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