Sales Associate

2 Days Old

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: - years' industry experience Active Series SIE, , , (or ) 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 $, - $,.
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Location:
Miami
Job Type:
FullTime

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