This role is in office Monday to Friday.
The Role The Sales Service Associate (
SSA) role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization. The Associate will partner with the Market Team to maintain a high level of service, facilitate the needs of our clients, and optimize the Market Team's effectiveness with reporting and CRM management.
Primary Responsibilities- Partner with Market Team: Sr. Market Leader, Market Leader, and Relationship Management Associate (RMA) to support sales initiatives and investor service requests.
- Facilitate escalated operational requests for investor accounts (account updates, rep changes, capital call notices, investor portal log in requests, tax documents, business processing redemption requests).
- Liaison between operations and sales team streamlining an efficient and best-in-class client experience.
- Develop operational and business processing expertise across our selling syndicate to assist Financial Advisors through white glove service.
- Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry.
- Demonstrates competence in our core, perpetual strategies, and high-level understanding of campaign funds to assist with fundraising
- Coordinate investor information to help sales teams maximize product impact.
- Generate ad hoc reports for sales team.
- Maintain data integrity in CRM database.
Qualifications- Bachelor's degree with 1-3 years of related experience preferred.
- FINRA licenses (SIE, Series 7, and Series 63) not required but encouraged.
Skills & Attributes- Strong interpersonal skills with proven ability to build effective relationships.
- High proficiency in Microsoft Excel, Word and PowerPoint.
- Excellent interpersonal and written communication.
- Detail oriented.
- Strong time management and organizational skills.
- Diplomacy in client interactions.
- Work independently and in a team environment.
- Proactive and innovative self-starter.
- Entrepreneurial mindset with a high level of accountability.
It is expected that the base annual salary range for this New York City-based position will be $80,000 to $95,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
