2 Jobs in Bloomfield Hills, MI
Comerica Bank is Hiring a Sales Assistant Near Bloomfield Hills, MI
The Securities Sales Assistant (SA) role is a position providing operational and sales support to multiple Financial Consultants (FC's) within their individual businesses, as well as to support office initiatives. The SA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth, or Institutional capacity.
Successful incumbents are customer focused, able to work independently, have exceptional teamwork, planning and organizational skills, are creative and innovative as well as effective communicators and strong attention to detail and the ability to problem solve and multitask.
- This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service, and Teamwork. Some of the primary responsibilities are listed below.
- Assists with the opening and maintenance of client accounts and records.
- Ensure completion of all paperwork for clients.
- Provide accurate, timely and courteous responses to clients.
- Organize client files and set up systems to assist Financial Consultant with regular follow up.
- Research and resolve complex and sensitive client problems and questions.
- Complete understanding of policies and procedures for firm and regulatory compliance.
- Copy and retain all necessary documentation.
- Maintain accurate office logs.
- Back up other sales associates as required.
- Identify any issues regarding office procedures and escalate as appropriate.
- Participate in office or firm-wide initiatives as requested.
- Demonstrate teamwork, cooperativeness, and positivity
- Follow appropriate approval channels for all correspondence and marketing
- Create client correspondence/mailings as requested.
- Perform operational or administrative functions for client related requests (i.e., check request, wiring funds, address change, dividend information, etc.).
- Series 7 and Series 63 preferred but not required
- Willingness and ability to obtain FINRA Series 7 & Series 66 (or 63and 65), and resident state appropriate insurance and annuity licenses
- High school diploma required; college degree preferred
- 2 years general clerical experience required
- Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology
- General understanding of the investment brokerage industry and securities regulations
- Basic knowledge of investment products
- Ability to organize/prioritize
- Practical problem solving
- Strong focus on providing exemplary client service
- Strong interpersonal skills
- Strong communication skills (both written and verbal)
- Excellent grammar and possess phone/office etiquette
- Must be able to manage stress, meet strict deadlines under pressure, perform with a high degree of accuracy, and consistently provide excellent customer service
8:00am - 5:00pm Monday - Friday
Job Summary
Full Time
Banking
$42k-54k (estimate)
04/06/2023
05/27/2024
comericabanktower.com
DALLAS, TX
7,500 - 15,000
1973
RALPH W BABB JR
$3B - $5B
Banking
Related Companies
The job skills required for Sales Assistant include Customer Service, Initiative, Communication Skills, Teamwork, Attention to Detail, Sales Support, etc. Having related job skills and expertise will give you an advantage when applying to be a Sales Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Sales Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Sales Assistant positions, which can be used as a reference in future career path planning. As a Sales Assistant, it can be promoted into senior positions as a Sales Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales Assistant. You can explore the career advancement for a Sales Assistant below and select your interested title to get hiring information.
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