Develops, maintains, evaluates and maximizes relationships with market makers to ensure maximum profit for Broker/Dealer and best executions for customers. Creates bond ladders and provides research to representatives. Reviews all trades prior to placement to ensure compliance with Broker/Dealer policies. Services Direct Investments, Retail, and Institutional Investment Specialists. Handles a large volume of inbound calls. Maintains detailed records of all transactions to ensure that accurate accountings are made in compliance with established policies. Resolves any trade-related issues.
Basic Qualifications - High school diploma or equivalent - Two to three years of experience in the brokerage or banking industry - FINRA Series 7 and 63 registrations OR unlicensed and partially licensed candidates are required to obtain the FINRA Series 7 & 63 registrations within a determined timeframe
Preferred Skills/Experience - Excellent telephone and interpersonal skills - Thorough knowledge of brokerage products and services, securities, investment instruments, trading, as well as the brokerage's philosophy and polices regarding these products and services - Basic knowledge of computer systems and procedures - Proven commitment to quality customer service - Strong time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service - Detail-oriented and ability to work independently - Bachelor's degree preferred
Associated topics: agente de servicio al cliente, associate, call center, client service, coordinator, service, service representative, service specialist, system support, telephone
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.