| Job Description: | Date January 4, 2007 Job Title Client Service Specialist - SMA Salary to $70,000
Job Responsibilities · Demonstrate product knowledge for separately managed and mutual fund portfolios.
· Respond to incoming calls/emails from financial advisors
· Resolve basis and routine operational problems directly
· Daily contact with Financial Advisors, retail clients, Internal Wholesalers, and Regional Managers.
· Provide administrative support to SMA Portfolio Specialists
· Support SMA Tax Trading process
· Various ad hoc projects
Required Skills/Experience 1-3 yrs experience in securities industry client liaison/servicing role - Basic understanding of the firm's business and products
- Strong interpersonal, verbal and written communication skills.
- Excellent organizational and follow-up skills
- Outstanding attention to detail
Other Qualifications Must hold Series 7 license and preferably Series 65. Willing to attain Series 65 license if not already a holder.
Personal Characteristics Professional demeanor - Exhibits a "Can Do" positive attitude
- Detail oriented
- Excellent communication skills.
- Demonstrates initiative
- Strong work ethic
- Team player
Education Bachelor's Degree |
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