Now Hiring - Jefferies Financial Group Inc. - Sales Associate - Wealth Management in New York, NY

Full description of the position

Position:

• Sales Associate, Wealth Management Assist Account Executive in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing team. Primary

Responsibilities

:

• Facilitate trades
• Research and respond to client inquiries
• Maintain strong relationship with client base and identify service solutions that support client needs
• Conduct client outreach
• Ability to recognize potential sales or service opportunities
• Ability to prepare presentations
• General administrative duties
• Advanced Word, Excel, PowerPoint and Internet knowledge
• Firm requirements for continuing education for registered persons
• Perform daily operations, client service and Account Executive support
• Provide account information to clients and Account Executives
• Learn the business and products to assist Account Executives
• Clerical duties such as handling telephones, mailing, filing and processing forms Required Background:
• 5+ years' industry experience
• Active Series SIE, 7, 63, 65 (or 66) Desired Experience/ Skills :
• Outstanding client rapport-building skills
• Strong computer skills
• Knowledge of Fidessa, Pershing and Addepar is helpful. Primary Location Full Time Salary Range of $75,000 - $95,000.