Assists financial consultants and financial advisors by providing sales and servicing support. Duties may include: opening accounts and processing paperwork working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, and processing client service requests (address changes, statement copies, etc.) processing the movement of funds and equities scheduling appointments for new and existing clients monitoring and tracking referrals and sales results maintaining compliance files issuing sales/marketing information to clients preparing sales packages ordering supplies maintaining file system for prospective and existing clients reviewing paperwork for completeness and forwarding to management for review. May act as a back-up in taking and executing unsolicited investment orders directly from clients and/or via toll-free number.
Basic Qualifications
Series 7 and 63 (or equivalent) licenses required.
Minimum Qualifications
Insurance licenses or ability to obtain within 120 days. Client service oriented detail oriented and ability to multi-task. Good written and verbal communication skills.
Preferred Qualifications
Fully licensed at time of hire (S7, 63 or equivalent, and Insurance).
***PLEASE NOTE: YOU MUST HAVE BOTH THE SERIES 7 AND THE SERIES 63 OR EQUIVALENT TO BE CONSIDERED FOR THIS POSITION***
DO NOT SUBMIT ANYONE WITHOUT THEIR SERIES 7 AND THE SERIES 63
All your information will be kept confidential according to EEO guidelines.Job details are sourced from the employer's original posting.
Open job postingAbout the company
This position is located at one of our newest distribution facilities, which is state of the art and includes the latest technology. We are a leading North American distributor of metalworking and maintenance, repair and operations (MRO) products and services. We help our customers drive greater productivity, profitability and growth with over 1 million product offerings, our inventory management and other supply chain solutions, and deep expertise from more than 70 years of working across industries. Our Goal As a $2.8 billion company with more than 6,500 experienced associates and more than 3,000 suppliers, we work with customers big and small. Our goal is to drive results for their businesses - from keeping operations running efficiently today to continuously rethinking, retooling and optimizing for a more productive tomorrow. Our History Founded by Sid Jacobson in 1941, our company continues to build on a rich history of commitment to our customers, our shareholders, our associates and the communities in which we live and work.