Sales and Support Associate
24 hours ago
We are seeking an experienced Regional Sales Associate to join our team and contribute to the success of our business.
In this role, you will work closely with Private Client Directors to provide resources that support their growth, enabling them to educate prospective clients about our services.
You will be responsible for preparing resources, collaborating with external partners, reviewing client profiles, and ensuring compliance with industry standards.
This is a great opportunity to develop your skills in financial services, build relationships, and work in a dynamic team environment.
The estimated salary for this position is $58,000 - $68,000 per year, based on experience.
Responsibilities:
- Prepare comprehensive resources for Private Client Directors
- Collaborate with external parties to gather information on prospective clients' current investments
- Review client profiles and ensure compliance with regulatory requirements
Requirements:
- University degree or equivalent experience
- Excellent communication and interpersonal skills
- Able to work effectively in a collaborative environment
- High level of reliability and accuracy
Benefits:
- 100% paid premiums for health insurance
- Annual leave and enhanced maternity pay
- Retirement pension plan and gym subsidy
- Employee Assistance Program for mental wellbeing
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