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Registered Investment Consultant

Company: Zacks Investment Management
Location: Chicago
Posted on: January 16, 2022

Job Description:

Provide excellent service and support to Zacks Investment Management (ZIM) clients by furnishing account information, performance reports, and various forms required to accomplish a clients requested task. Conduct daily in depth conversations with clients regarding market conditions, asset allocations, and offer prudent advice to clients to assist them in achieving their financial objectives.Produces reports necessary to support sales efforts, while maintaining files to meet regulatory requirements.
Job Duties and Responsibilities Establishing and cultivating relationships with new clients and proactively helping to resolve issues and concerns. Independently improving and streamlining the service model and operational procedures Learning the business and products used to educate and accurate advice to clients. Providing excellent telephone coverage, including ability to manage priorities; handling urgent calls with professionalism and good judgment Navigating ZIM effectively and efficiently by interfacing with various departments on behalf of team to collect information, respond to requests and coordinate meetings Participating in ongoing learning and development to enhance client support needs Administrative duties such as handling telephones, mailing, processing forms, completing travel and expenses reports, as needed Comply with all industry rules and regulations and firm policies
Job Requirements Bachelors Degree with 2-4 years of prior financial services industry experience in sales and support Must be Series 63/65 licensed Proficient in Salesforce CRM, MS Excel, Word, Outlook and PowerPoint, Experience in related technology, software planning tools and presentations a plus Knowledge of investment concepts, practices and procedures used in the securities and insurance industries Exemplary communication, presentation, time-management and organizational skills. Successful completion of background check and pre-employment assessments. To qualify, applicants must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa Jobble

Keywords: Zacks Investment Management, Chicago , Registered Investment Consultant, Professions , Chicago, Illinois

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