Financial Retail Sales Assistant III - Registered
Also referred to as: Senior Level Client Service Assistant - Registered, Financial Retail Sales Assistant III - Registered, Client Service Assistant III - Registered, Senior Level Financial Retail Sales Assistant - 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 handle larger or more complex clients/accounts. Has a broad and in-depth 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. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Typically requires 4 to 7 years of related experience.
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Similar Jobs:  Financial Retail Sales Assistant III - Registered, Financial Retail Sales Assistant - Non-Registered, Financial Retail Sales Assistant II - Registered, Financial Retail Sales Assistant I - Registered, Sales Assistant III, Financial Analyst III, Sales Representative III, Retail Store Manager Assistant, Sales Assistant II, Sales Assistant I
Level of Education:  Financial Retail Sales Assistant III - Registered Salaries with an Associate's Degree, Financial Retail Sales Assistant III - Registered Salaries with a Bachelor's Degree, Financial Retail Sales Assistant III - Registered Salaries with a Master's Degree or MBA, Financial Retail Sales Assistant III - Registered Salaries with a JD, MD, PhD or Equivalent
Categories:  Financial Services, Administrative, Support, and Clerical, Banking
Industries:  Financial Services,
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