Institutional Services Associate I - Junior Sales
About The Position
This is a Hybrid role (3 days in office /2 days remote). This is a great opportunity for recent college graduates and seniors graduating this spring or winter who are eager to launch a career in financial services and brokerage. Our hands-on training program is tailored for entry-level candidates, pairing you with a mentor and immersing you in a collaborative team within a nurturing and supportive culture. Over 18 months, you will rotate through various institutional services teams while obtaining your Series 3, 7, and 63 licenses. Upon completion, you'll transition to our sales team. The Institutional Services team is made up of several specialized groups: Professional Services, Prime Services, Broker Services, and Onboarding. Each team has a distinct focus and plays a crucial role in supporting our hedge fund, institutional, and high-net-worth clients. Team members take ownership of client inquiries, serving as the main point of contact and collaborating with other departments to ensure effective resolution.
Requirements
- Associate or bachelor’s degree, preferably finance or economics – all major’s welcome
- Ability to identify, analyze, troubleshoot, problem-solve, and escalate complex issues
- Working with clients in any capacity
- Familiarity with Microsoft products preferred
- Bi-lingual Spanish roles available
Nice To Haves
- Self-motivated and able to handle tasks with minimal supervision.
- Superb analytical and problem-solving skills.
- Excellent collaboration and communication (Verbal and written) skills.
- Outstanding organizational and time management skills.
Responsibilities
- Assist with client inquiries received via telephone, e-mail, tickets, and chats
- Investigate and resolve a wide variety of client questions and issues, and helping with prospective client inquiries
- Consistently provide a friendly, helpful, and professional client experience
Benefits
- Competitive salary
- Annual performance-based bonus
- Stock grant
- Overtime pay
- Retirement plan 401(k) with competitive company match
- Medical, dental, and vision benefits
- Company paid medical healthcare premium
- Wellness screenings and assessments
- Health coaches
- Counseling services through an Employee Assistance Program (EAP)
- Paid time off
- Generous parental leave policy
- Daily company lunch allowance
- Fully stocked kitchen with healthy options for breakfast and snack
- Corporate events including team outings, dinners, volunteer activities and company sports teams
- Education reimbursement
- Learning opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
