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Internal Wealth Management Service Associate

Pennington, New Jersey

Job Description:

The Internal Wealth Management Service Associate will assist the WMS Sales Desk and ISG Product Management deliver on firm initiatives. Additionally, the IWMSA will support Financial Advisors and Client Associates with request on supporting the Firm's clients.

Responsibilities include (but are not limited to) the following:

  • Use approved internal & third party approved tools to assist the WMS and their Financial Advisors in support of the Firm's clients.
  • Proactively contact Financial Advisors with service oriented phone calls, examples of these phones include (but are not limited to) the following;
  • Assist in addressing outstanding variances
  • Changes to Investment Strategies (on hold, closed)
  • The Internal Wealth Management Service Associate will partner with the Wealth Management Sales Team to support overall team objectives.
  • Internal Wealth Management Service Associate is expected to record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.

    Qualifications:
  • 2+ years experience in financial services industry preferred
  • 2+ years sales experience preferred
  • Series 7 and 63/65 or 66 preferred, or must be willing to obtain within 120 days of start date
  • Demonstrated ability to work under pressure, meet deadlines and meet clearly defined measurements
  • Effective communication, interaction and presentation skills required
  • Highly proficient in Microsoft Office suite with an emphasis on excel for data manipulation
  • Ability to be flexible and adaptable
  • Self-motivated, positive attitude and high energy are a must
  • Ability to work effectively in a team environment while achieving individual goals
  • Must display a passion for achieving aggressive goals in innovative and highly professional ways

Preferred skills:

  • 4 year degree preferred, preferably Finance focused
  • Knowledge of professionally managed investment products and/or wealth management business preferred
  • Knowledge of all ML product websites, hypothetical/illustration tools, literature preferred

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Internal Wealth Management Service Associate will assist the WMS Sales Desk and ISG Product Management deliver on firm initiatives. Additionally, the IWMSA will support Financial Advisors and Client Associates with request on supporting the Firm's clients.

Responsibilities include (but are not limited to) the following:

  • Use approved internal & third party approved tools to assist the WMS and their Financial Advisors in support of the Firm's clients.
  • Proactively contact Financial Advisors with service oriented phone calls, examples of these phones include (but are not limited to) the following;
  • Assist in addressing outstanding variances
  • Changes to Investment Strategies (on hold, closed)
  • The Internal Wealth Management Service Associate will partner with the Wealth Management Sales Team to support overall team objectives.
  • Internal Wealth Management Service Associate is expected to record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.

    Qualifications:
  • 2+ years experience in financial services industry preferred
  • 2+ years sales experience preferred
  • Series 7 and 63/65 or 66 preferred, or must be willing to obtain within 120 days of start date
  • Demonstrated ability to work under pressure, meet deadlines and meet clearly defined measurements
  • Effective communication, interaction and presentation skills required
  • Highly proficient in Microsoft Office suite with an emphasis on excel for data manipulation
  • Ability to be flexible and adaptable
  • Self-motivated, positive attitude and high energy are a must
  • Ability to work effectively in a team environment while achieving individual goals
  • Must display a passion for achieving aggressive goals in innovative and highly professional ways

Preferred skills:

  • 4 year degree preferred, preferably Finance focused
  • Knowledge of professionally managed investment products and/or wealth management business preferred
  • Knowledge of all ML product websites, hypothetical/illustration tools, literature preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21070475

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Street Address

Primary Location:
1600 AMERICAN BLVD, NJ, Pennington, 08534