Financial Retail Sales Assistant II - Registered
Also referred to as: Financial Retail Sales Assistant II - Registered, Intermediate Level Financial Retail Sales Assistant - Registered, Intermediate Level Client Service Assistant - Registered, Client Service Assistant II - 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 responds to questions and fulfills customer requests regarding the organization's products and services. May execute trades as required. May provides additional clerical or sales support for one or more Registered Representatives. Has a broad knowledge and understanding of the firm's offerings. May require a bachelor's degree. Typically reports to a supervisor or manager. Requires NASD series 7 and 63 licenses. Gaining exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 to 4 years of related experience.
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Job Statistics
Years of Experience Education Level
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Similar Jobs:  Financial Retail Sales Assistant II - Registered, Financial Retail Sales Assistant - Non-Registered, Financial Retail Sales Assistant I - Registered, Financial Retail Sales Assistant III - Registered, Sales Assistant II, Financial Analyst II, Retail Store Manager Assistant, Sales Assistant I, Sales Assistant III, District Retail Sales Manager
Level of Education:  Financial Retail Sales Assistant II - Registered Salaries with an Associate's Degree, Financial Retail Sales Assistant II - Registered Salaries with a Bachelor's Degree, Financial Retail Sales Assistant II - Registered Salaries with a Master's Degree or MBA, Financial Retail Sales Assistant II - Registered Salaries with a JD, MD, PhD or Equivalent
Categories:  Financial Services, Administrative, Support, and Clerical, Banking
Industries:  Financial Services,
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