What are the responsibilities and job description for the Sales Associate position at Jefferies & Company, Inc.?
Position: Sales Associate
Assist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team.
Primary Responsibilities:
- Facilitate trades
- Research and respond to client inquiries
- Maintain strong relationship with client base and identify service solutions that support client needs
- Conduct client outreach
- Ability to recognize potential sales or service opportunities
- Ability to prepare presentations
- General administrative duties
- Advanced Word, Excel, PowerPoint and Internet knowledge
- Firm requirements for continuing education for registered persons
- Perform daily operations, client service and Account Executive support
- Provide account information to clients and Account Executives
- Learn the business and products to assist Account Executives
- Clerical duties such as handling telephones, mailing, filing and processing forms
Required Background:
- 2-5 years' industry experience
- SIE – Securities Industry Essentials Examination AND
- Series 7 General Securities Representative Exam AND
- Series 63 Uniform Securities Agent State Law Exam AND
- Series 65 Uniform Investment Advisor, OR
- Series 66 Uniform Combined State Law/ Investment
Desired Experience/ Skills :
Outstanding client rapport-building skills
Strong computer skills
Knowledge of Fidessa, Pershing and Addepar is helpful
Bilingual in Portuguese or Spanish is preferred
Primary Location Full Time Salary Range of $75,000 - $95,000.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.
Salary : $75,000 - $95,000
