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Sales Assistant/Client service Associate

Company: Meridian Partners Search
Location: Philadelphia
Posted on: November 23, 2021

Job Description:

Our client is a prestigious well known investment firm. Position is paying 50-55k plus monthly commissions. All compensation is 60-70k Must have Series 7 and 63/66 Sales Assistant Act as assistant to 3 very successful Client Advisors (CA), assist sales team in all aspects of daily business (other than investment recommendations or solicitation of clients). Responsibilities include:

* entering client trade orders * opening accounts * processing client requests for wires, checks, etc. * creating client presentations * assisting with organization of client events

* Administrative duties such as answering phones, travel coordination, expense reports * backing up for other SA when he/she is out or away from desk

Skills Required:

* college degree preferred but not necessary * 3-5 years related industry experience * 2-3 years as a sales or registered sales assistant * series 7 and 63/66 registered * has strong working knowledge of products presented by Client Advisor * ability to communicate with clients regarding products presented by CA and firm's administrative procedures * ability to support the CAs sales activities with minimal oversight

Job Type: Full-time Pay: $55,000.00 per year Experience:

* industry experience: 2 years (Required)


* Must have series 7 and 63/66 (Required)

Keywords: Meridian Partners Search, Philadelphia , Sales Assistant/Client service Associate, Sales , Philadelphia, Pennsylvania

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