Client Liaison / Premium Services Associate
Company:
Investment Management Firm
Salary: DOE
Location: Dallas, TX
Job Description:
KEY JOB FUNCTIONS
All responsibilities are generally performed on a daily basis, unless otherwise noted. Specific responsibilities include, but are not limited to:
- Answer incoming calls and address issues presented, including but not limited to: New Account setup, Transfer of Accounts, Trading and Commissions, and providing consistent quality answers.
- Respond to e-mail, fax and other electronic requests.
- Provide financial product knowledge to assist advisors.
- Work with internal systems to document all contact with advisors.
- Liaison with various departments to solve outstanding issues.
ADDITIONAL RESPONSIBILITIES
- Provide education to Advisors regarding products and procedures as needed.
- Identify and recommend ideas for process and procedure improvements.
- Participate in special projects as requested.
Job Requirements:
QUALIFICATIONS
- BA/BS in Business, Finance or a related field preferred.
- Series 7, 63/65 or 66 required.
- Group 1 insurance license preferred.
- Series 24 preferred, or willingness to obtain within 60 days of employment.
- Proficient knowledge of equities, mutual funds, fixed income, variable annuities and direct participation programs.
- 3+ years of experience in high-energy call center financial environment.
SKILLS
- Must possess excellent verbal and written communication skills.
- Must possess excellent customer service skills.
- Must possess strong analytical and problem solving skills.
- Must have the ability to work effectively independently, as well as in a team environment.
- Must have strong computer skills, including proficiency in MS Office applications.
- Strong attention to detail and ability to multi-task.
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