Sales Support Specialist
3 days ago
At AnchorPoint Financial, we are seeking a highly skilled Sales Support Specialist to join our team. This role offers an estimated salary of $55,000 - $65,000 per year, depending on experience. As a Sales Support Specialist, you will be responsible for providing exceptional client service, communicating with clients via phone and email, and assisting with investment research and trading.
Key Responsibilities:
- Client contact and communication
- Investment research and trading
- Client appointment preparation
- Assistance with scheduling client appointments
- Monitor incoming and outgoing mail
- Document client interactions via CRM system
- Prepare and submit client paperwork and financial transactions
Requirements:
- Series 6/7 FINRA registrations preferred
- Customer service experience required
- Pershing trading platform and eMoney financial planning software experience preferred
- Organizational and time management skills
About Us:
We are a comprehensive wealth management firm dedicated to providing customized guidance and extraordinary service while building lifelong relationships with our clients. With over 100 years of combined experience, our advisors work closely with clients to help them achieve their goals in the present and in the future.
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