Regional Support Associate

Calamos Investments • Naperville, IL

79d • $50,000 - $55,000

About The Position

Provides exceptional customer service when working with associates and clients. Handle inbound calls regarding product information, literature requests and general questions. Responsible for outbound calls as assigned by management. Responds to requests for information, gathers and organizes materials and completes requests in a timely manner. Assists with the implementation of sales force client marketing plans. Recommends ideas for process improvements in order to improve efficiency in the department. Utilizes our fund analysis and other systems as needed to strategically leverage our client offerings. Maintains current knowledge of Calamos products, investment management philosophy, industry events, and recent developments impacting clients. Performs related duties as assigned.

Requirements

• Bachelor's degree required in business or other related discipline.
• Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe.
• Must have a professional approach towards the job/career and demonstrate sales drive and focus.
• Must have outstanding written and verbal communication skills.
• Must be able to work well individually and in a team environment with the ability to learn new tasks quickly.
• PC Skills in Microsoft Excel, Word and Outlook

Nice To Haves

• An excellent understanding of investment products is preferred.

Responsibilities

• Provides exceptional customer service when working with associates and clients.
• Handle inbound calls regarding product information, literature requests and general questions.
• Responsible for outbound calls as assigned by management.
• Responds to requests for information, gathers and organizes materials and completes requests in a timely manner.
• Assists with the implementation of sales force client marketing plans.
• Recommends ideas for process improvements in order to improve efficiency in the department.
• Utilizes our fund analysis and other systems as needed to strategically leverage our client offerings.
• Maintains current knowledge of Calamos products, investment management philosophy, industry events, and recent developments impacting clients.
• Performs related duties as assigned.

Benefits

• Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level