| Type: | Full Time |
|---|
Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and by email, Resolving client inquiries and complaints and determining which issues require immediate elevation to the Financial Advisor (FA) or a member of the branch management team, Account administration & maintenance, Prospect for new business in addition to prospecting existing clients for new product and service offerings, Determine which clients are most appropriate to contact for specific initiatives & service offerings, Place certain unsolicited orders for designated clients, under FA supervision, and Serve as the main point of contact for established clients.
Qualifications:
Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required, Series 7 & 63/65 or 66 registration preferred; if hired without licenses, candidate will need to acquire, Knowledge of investment and banking products, policies & procedures is required, Strong client service & technical skills
For details, please find job posting:
www.investmentbankcareer.com/iba....php
Qualifications:
Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required, Series 7 & 63/65 or 66 registration preferred; if hired without licenses, candidate will need to acquire, Knowledge of investment and banking products, policies & procedures is required, Strong client service & technical skills
For details, please find job posting:
www.investmentbankcareer.com/iba....php
