Investment Sales Assistant I - Southfield, MIBookmark This
Citizens Financial Group
Work closely with the assigned Financial Consultants and independently to maximize revenue production by conducting marketing activities. Incumbent will be responsible for contacting assigned FC's book of business to solidify relationships, coordinate all prospecting and follow-up efforts, follow-up on referrals received from business partners and provide activity reporting. Support Financial Consultants as a liaison between Operations and the PhoneBank, promptly responding to all client service requests, scheduling appointments for assigned Financial Consultants, while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis. Travel within assigned geographic location may be required.
Financial services background preferred
Excellent interpersonaland written communications skills
MS Excel and Outlook experience required
Knowledge of PC applications, spreadsheets and word processing
Ability to prioritize objectives in a fast-paced environment
Bachelor's Degree or equivalent work experience preferred
FINRA Series 7 within 90 days of hireandSeries 66 or equivalentwithin 120 days of hire; Life Accident and Health Licenses within 180 days of hire
2+ years investment industry experience a plus
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Monday-Friday 8:00AM-5:00PM
Equal Employment Opportunity
It is the policy of CCO Investment Services, Corp.to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.