Sales Support Specialist

Job Title: Sales Support Specialist

Overview
Join PlanMember as a Sales Support Specialist and embark on a dynamic journey in the securities industry. This role offers a unique opportunity to gain comprehensive industry knowledge while providing essential support to our Financial Advisors. As part of the team, you'll manage client account processes, assist with paperwork for new business, coordinate account transfers, and maintain accurate client records. You'll play an integral role in the daily operations of our Client Financial Centers or work directly with individual Financial Advisors.

Additionally, you'll participate in the Securities Industry Training (SIT) program, designed to equip you with foundational knowledge and prepare you for your responsibilities. Our team encourages the pursuit of FINRA Series 63, 65, and 7 licenses to further your professional growth.

Key Responsibilities
After completing the Securities Industry Training program, you will work alongside Financial Advisors and take on a variety of tasks, including but not limited to:

• Preparing and processing documentation for new client accounts (e.g., IRAs, trusts, joint accounts, direct business).
• Managing subsequent investments and handling death claim processes.
• Resolving "Not In Good Order" (NIGO) issues for diverse account and product types.
• Maintaining CRM records by updating client details, including beneficiary information.
• Coordinating account transfers and communicating with external firms regarding client service needs.
• Assisting with administrative tasks, such as sending client birthday cards and following up on account funding or rollover statuses.
• Supporting trust-related paperwork.
• Engaging in additional recruitment onboarding tasks and participating in intermittent training to enhance knowledge and skills.

What We're Looking For

• Independence and Initiative: Self-motivated individuals capable of identifying and resolving issues with a solution-oriented mindset.
• Attention to Detail: A meticulous approach to tasks, with the ability to manage multiple priorities effectively.
• Customer-Focused Attitude: A commitment to delivering exceptional service and supporting Advisors in growing their business.
• Technical Proficiency: Familiarity with Microsoft Office Suite and CRM platforms is highly desirable.

Qualifications

• A four-year college degree in any field or equivalent work experience.
• Prior experience in office administration or the financial services industry is a plus.

Skills You'll Bring

• Understanding of securities industry practices.
• Expertise in administrative support for sales teams and financial advisors.
• Knowledge of account management for IRAs, trusts, and joint accounts.
• Experience in client relationship management (CRM).
• A collaborative mindset that thrives in a team-oriented environment.

This role is perfect for someone passionate about the securities industry and eager to contribute to the success of our Advisors and the clients they serve.

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