New Client Development Sales Support Associate - Remote

Overview

The New Client Development Sales Support Associate plays a pivotal role in supporting the New Client Development management team and Sales Planners to provide an excellent prospect-to-client experience.

In Short

• Review onboarding cases and work with Sales Planner to correct issues or missing information.
• Create and update Salesforce dashboards to track individual and team production.
• Create and update daily/weekly/monthly production and metrics reporting for leadership and team distribution.
• Perform quality control for New Client Inflows (NCI) reporting and other key metrics reporting.
• Prepare quarterly payment reports for leadership approval.
• Assist with scheduled meeting planner reassignments due to misrouted sets, double bookings, PTO, STO, etc.
• Monitor inbox for urgent client emails when Sales Planners are out of the office.
• Triage permission and tech issues with Box, Record Center, DocuSign, FPT, prospect/client portal etc.
• Support the firm’s initiatives and attend functions as needed.
• Participation in projects, task forces, councils, and product rollouts as needed.

Requirements

• 2+ years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
• Bachelor’s degree preferred.
• Experience with or comfortable efficiently learning Salesforce and other software applications.
• Excellent communication skills.
• Critical thinking, attention to detail, and multi-tasking skills required.
• Able to adapt to changes in the work environment.
• Position requires a high level of confidentiality.

Benefits

• Competitive salary range of $64,200 - $70,300.
• Potential eligibility for discretionary bonuses.
• Health, dental, and wellness plans.
• 401(k) contributions.