Analyst, Internal Sales Associate

LaSalle Investment Management • Chicago, CO

11h • Onsite

About The Position

LaSalle Investment Management is seeking a full-time Internal Sales Associates to join the Private Wealth Group. This position will report to the Head of Intermediary Distribution and will provide service and sales support to the internal and external wholesaling teams. This role supports a variety of key Private Wealth Group strategic initiatives. Internal Sales Associates' responsibilities will focus on sales and service support and will be responsible for improving operational and administrative related efficiencies.

Requirements

• Bachelor’s degree
• Minimum one to two years of work experience
• Proficient in MS Excel and Salesforce.

Nice To Haves

• Superb attention to detail, ability to consistently deliver accurate data.
• Excellent organizational skills.
• Ability to effectively communicate with clients and employees.
• Excellent verbal and written communication skills.
• Strong project management skills and the ability to adapt and prioritize, proactively meeting deadlines in a fast-paced environment.

Responsibilities

• Acts as a liaison between 3rd party transfer agents, custodians, broker/dealers, in-house service team and sales team.
• Handles all inbound service-related calls and emails.
• Processes trade and subscription paperwork.
• Assists with transfer and account maintenance.
• Provides guidance to investor portal access and set up.
• Assists with NIGO “not in good order” or missing investor documentation.
• Creates and maintains updated salesforce reports, campaigns, and contacts.
• Contributes to Proxy outreach.
• Provides sales material / food / beverage for external wholesaler meetings and events.
• Helps drive attendance for JLL LaSalle sponsored events and activities.
• Assists with scheduling and logistics.

Benefits

• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
• Generous paid time-off, including paid company holidays.
• Additional benefits include paid parental leave short-term and long-term disability, as well as other care/wellness programs.
• Financial wellness is supported through a 401(k) plan with a company match, flexible spending accounts or a health savings account.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees