Member and client services agent, Securities
Core
Serve, prospect for, and develop business relationships with members and clients by selling securities products and services through various distribution channels.
Role type
Client services and sales agent
Builds
Discretionary management, mutual funds, exchange-traded funds, and structured products
Domain
Financial services / Securities
Deliverable
client delivery
Required skills
Sales, client relations, administrative support, research, product knowledge, risk identification
Preferred skills
Interpersonal savvy, communication, customer focus, adaptability, learning agility
Technologies
None stated
Responsibilities
Provide administrative, customer service, and business development support to investment advisors; Respond to client information requests regarding accounts and products; Help members choose and optimize tools and channels; Handle phone calls and forward requests to appropriate personnel; Identify operational risks and improvement opportunities
Seniority
Mid-level, 3+ years experience