Backed by Index.
About the role
Participate in periodic Dealer and Investor Services team initiatives, projects, and training Keep current with industry knowledge and best practices to effectively communicate with investors and intermediaries
More about this role
The SIDCO Dealer and Investor Services Team has an opening for a representative to provide support and service for prospective and current investors, financial intermediaries and the marketing efforts of our various mutual fund and alternative investment clients. You will be responsible for handling inbound calls and correspondence, making outbound calls in support of outbound call campaigns, completing dealer agreement requests, and other team projects.
Respond to inbound call and correspondence requests
Assist in the dealer agreement process
Participate in periodic Dealer and Investor Services team initiatives, projects, and training
Keep current with industry knowledge and best practices to effectively communicate with investors and intermediaries
B.S./B.A in Business, Communications, related field or equivalent work experience.
Minimum of 1 year industry related experience, with prior contact center experience or brokerage experience a plus.
FINRA Series 6/7 and 63 required, or ability to obtain within 90 days
Experience with Excel and SharePoint are a plus.
Ability and desire to excel at prospecting by telephone
Adaptability to work in an open floor environment
Excellent...
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