Job Description
Job Description
At-a-Glance:
- Contract
- Onsite
Requirements:
- Bachelor’s degree required.
- Bachelor’s degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF’s & Mutual funds, investment portfolio construction, Asset Allocation theory).
- Professional experience in Financial Services. Preferably in areas dealing with investments (stocks, bonds, ETF’s & Mutual funds) is a plus.
- Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment.
- Clear and efficient communicator.
- Ability to build relationships across departments.
- Result oriented individual who is flexible and able to adaptable to change.
- Strong focus on customer service.
Responsibilities:
- AFS Product Specialist is responsible for educating and providing subject matter expertise on Advisory program guidelines, trading support, operational processes, and navigating all systems and tools that support the Advisory business.
- Product Specialist plays a critical role providing guidance on best practices to help Financial Advisors maintain and grow their Advisory business.
- Heavy phone contact with Financial Advisors and branch office personnel.
- Proficiently utilize all Advisory support applications as well as navigate other system tools.
- Provide proactive education and assistance on Advisory programs with respect to product, policies, procedures, and systems navigation.
- Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
- Drive process improvement efforts through feedback to Department management.
- Work collaboratively with team members by managing call volume and service levels while providing outstanding service.
- Utilize Customer Relationship Management systems effectively.
- Participate in AFS cross training programs to broaden depth of knowledge across Advisory programs.
Company DescriptionHired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.
Company Description
Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.