The Registered NASD Sales Assistant I utilize cross sell, telemarketing, and/or internal referrals for additional product offerings to expand the portfolio and the client's relationship. Uses customer database to generate additional business opportunities with existing clients. Being a Registered NASD Sales Assistant I may provides additional clerical or sales support for one or more Registered Representatives. Opens new accounts, processes orders for existing clients, and answers questions regarding the organization's products and services. In addition, Registered NASD Sales Assistant I has a ... solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Typically reports to a supervisor or manager. Requires NASD series 7 and 63 licenses. Being a Registered NASD Sales Assistant I works on projects/matters of limited complexity in a support role. Work is closely managed. Working as a Registered NASD Sales Assistant I typically requires 0-2 years of related experience.More Show Less
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