Sales Executive responsible for developing new business opportunities and managing existing relationships in financial services. Requires outside sales experience and effective communication skills.
About the role
- Associate Analyst in Alternative Investments managing customer transactions and product offerings. Collaborating on operational processes and providing technical support for complex investment scenarios.
Responsibilities
- plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing
- vetting requests to support new products against our acceptability guidelines and asset servicing capabilities
- creatively construct, design, and implement procedures for new product offerings
- assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality
- deliver quality assistance to our clients
- serve as a resource for technical issues and assist associates in problem solving
- act as a functional subject matter expert and go-to person for complex situations and daily processing
- play a leading role on assigned projects
Requirements
- 2+ years of brokerage operations experience or 5+ years related work experience preferred
- Alternative Investment transaction servicing experience preferred
- College degree preferred
- Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience
- Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment
- Ability to work and build strong relationships across different teams within the organization
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources
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