Found Description
Application Deadline: 04/29/2026
Address: 1225 Douglas Street
Responsibilities
- Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
- Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals and external sources.
- Expands the business growth potential of the team through telemarketing and outbound calls.
- Coordinates marketing activities and sales material to support client/prospect conversations.
- Provides detailed knowledge of products and services offered.
- Determines appropriate communication/service regarding all aspects of investing.
- Independently resolves client complaints in a timely and effective manner; escalates as required.
- Keeps current with investment services marketplace, products, service offerings, and the legal a...