salary: $18.52 - $18.52 per hour
work hours: 8 AM - 5 PM
education: High` School
Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff, but has no formal supervisory responsibility.
Manage all daily service requests received from clients, Review and understand governing documents, monitor account activity, coordinate activity between client and operations, respond to client enquiries and any exception process, participate in projects as required
The essential functions of this role include:
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