Assists sales crew in populating and auditing client and prospect databases
Provides sales crew with research or analyses of financial markets, products, and services
Coordinates follow up from sales executives and other crew
Responds to medium complexity inquiries from potential and current clients
Supports sales executives with a variety of tactical and analytical support as well as and client follow up requests to enable sales executives to maximize external client and prospect engagement
Coordinates and participates in sales meetings, events, and other logistics for sales related activities
Gathers metrics for data analysis
Improves sales and client relationship management outcomes
Outlines advantages and disadvantages to sales executives or clients on proposed solutions
Participates in special projects and performs other duties as assigned

Two years related work experience preferred
Undergraduate degree or equivalent combination of training and experience
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)

Senior Sales Support Coordinator

Key skills