INSTITUTIONAL SERVICE ASSOCIATE
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POST DATE 9/16/2016
END DATE 6/16/2017
DM Stone JobsInBrokerage.com
Scotts Valley, CA
JOB DESCRIPTIONOur client is looking for a dynamic, self-starter to make a mark on their burgeoning institutional client relations team. The firm's rapid growth offers plenty of advancement potential for the right individual. This position is integral to the firm's institutional business as it grows nationally. It has tremendous upside and can grow with the right individual. DUTIES:Client Services/Sales/Marketing Related:Serve as the first point of contact for approximately $3B AUM of existing relationshipsAssist with new account openingsDesign and complete client and prospect proposalsOrganize quarterly communications and performance updatesManage CRM databaseAssist in the coordination of marketing campaignsEducate leading financial Advisors around the world about our productsOperations Related:Liaise with our firm's and partner firms' operations departmentsQUALIFICATIONS: 2 to 6 years experience working in a similar position within an RIA or brokerage firm. Knowledge of financial markets, investment products and services is a must.Well versed in the use of all Microsoft Office Applications. Proficiency in Bloomberg also a plus.It is important that the candidate be entrepreneurial, hardworking, and possess excellent communication skills.SEND RESUME AS AN MS WORD ATTACHMENT TO firstname.lastname@example.org
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