Financial Retail Sales Assistant I - Registered
Also referred to as: Financial Retail Sales Assistant I - Registered, Entry Level Financial Retail Sales Assistant - Registered, Entry Level Client Service Assistant - Registered, Client Service Assistant I - Registered
Requirements and Responsibilities
Uses customer database to generate additional business opportunities with existing clients. Utilize cross sell, telemarketing, and/or internal referrals for additional product offerings to expand the portfolio and the client's relationship. Opens new accounts, processes orders for existing clients, and answers questions regarding the organization's products and services. May provides additional clerical or sales support for one or more Registered Representatives. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Typically reports to a supervisor or manager. Requires NASD series 7 and 63 licenses. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience.
Job Statistics
Years of Experience Education Level
Company Size Industry
Similar Jobs:  Financial Retail Sales Assistant I - Registered, Financial Retail Sales Assistant - Non-Registered, Financial Retail Sales Assistant II - Registered, Financial Retail Sales Assistant III - Registered, Sales Assistant I, Financial Analyst I, Sales Representative I, Retail Store Manager Assistant, Sales Assistant II, Sales Assistant III
Level of Education:  Financial Retail Sales Assistant I - Registered Salaries with an Associate's Degree, Financial Retail Sales Assistant I - Registered Salaries with a Bachelor's Degree, Financial Retail Sales Assistant I - Registered Salaries with a Master's Degree or MBA, Financial Retail Sales Assistant I - Registered Salaries with a JD, MD, PhD or Equivalent
Categories:  Financial Services, Administrative, Support, and Clerical, Banking, Entry Level
Industries:  Financial Services,
Most Popular Cities for Financial Retail Sales Assistant I - Registered
Job Openings for Financial Retail Sales Assistant I - Registered
View more Financial Retail Sales Assistant I - Registered