Wealth Services Sales Support & Service Specialist

Position Title

Wealth Services Sales Support & Service Specialist

 

Location

Bellerose, NY 11426

 

Job Summary

The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.

 

Job Responsibilities:

JOB RESPONSIBILITIES

• Identifying, researching, analyzing, and resolving customer account issues.
• Supporting the Financial Consultant(s) to execute on the “Work the Book” strategy to include preparing for client appointments, scheduling appointments from book and retail opportunities.
• Various administrative tasks such as preparing internal financial reports, email communication to retail branch teams, correspondence, train/support bankers (licensed and non-licensed) on investment systems / referrals, manage FC(s) calendar to include scheduling client appointments, meetings with bankers and conference room reservations.
• Creating and distributing newsletters, presentations, and other support materials to educate retail branch banking team members and sales teams on product offerings, sales initiatives, and sales execution strategies.
• Maintains up to date knowledge of products, services, departmental systems and related technology.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: ​High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: ​1+ Years​ experience as an administrative assistant or comparable investment & insurance industry position.

Preferred Qualifications:

• Life, Health and Accident license. If not held at time of hire, it is preferred incumbent obtain the Life/Health license within 6 months of hire.
• Variable Annuity. If not held at time of hire, it is preferred incumbent obtain the Variable Annuity license within 12 months of hire.
• Series 7. If not held at time of hire, it is preferred incumbent obtain the Series 7 license within 12 months of hire.
• Series 63 or Series 66. If not held at time of hire, it is preferred incumbent obtain the Series 63 license within 90 days of passing the Series 7.
• NOTE: All licenses are preferred for the position but required for maximum incentive opportunity.

Job Competencies:

• Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.
• Positive attitude with exceptional operational skills.
• Service oriented and be able to work well with branch employees and bank customers.
• Demonstrated ability to work well in a team environment.
• Demonstrated ability to follow company policies, guidelines and procedures.
• Strong written and verbal communication skills to include phone skills. Communication with clients to include setting appointments, providing detailed information on customer accounts, as well as, service issues.
• Strong organizational and prioritizing skills with close attention to detail.
• Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization.
• Demonstrated ability to maintain confidentiality using tact and diplomacy.
• Excellent skill levels with Microsoft Office including but not limited to MS Word, MS Excel, PowerPoint.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailor