Sales Support Associate
Sales Dublin, Ohio

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Description

What we need:

This role supports the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients*.

*This role requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative.

What you will do:

+ Act as a liaison between the representative and their clients. The type of support is dictated by whether the incumbent is FINRA licensed.

+ As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.

+ Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.

+ Maintain representative’s...