Private Wealth, Sales Service Associate
Core
Support the Private Wealth sales team by managing operational requests, maintaining CRM data integrity, and generating reports to facilitate investor services and fundraising.
Role type
Sales Service Associate (SSA)
Builds
Operational efficiency and client service experience for private wealth investors
Domain
Private Wealth / Alternative Investments
Deliverable
dashboards & analysis
Required skills
CRM management, data integrity maintenance, ad hoc report generation, investor account processing, knowledge of private market strategies, financial product knowledge
Preferred skills
FINRA licenses (SIE, Series 7, Series 63), Microsoft Excel proficiency, relationship building
Technologies
CRM database, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Partner with Market Team to support sales initiatives and investor service requests; Facilitate escalated operational requests for investor accounts; Liaison between operations and sales team; Develop operational expertise to assist Financial Advisors; Coordinate investor information to help sales teams maximize product impact; Generate ad hoc reports for sales team; Maintain data integrity in CRM database
Seniority
Entry-level to Junior