Client Support Specialist
skillventory - A Leading Talent Research Firm
Internal Wholesaler Specialist, Sales Consultant
AssetMark
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Arizona, Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $45,000 - $65,000 per year
Job Level
JuniorMid-Level
About the role
- Support sales team as they build and nurture new client relationships
- Facilitate opportunities to increase productivity by supplementing ensemble teams and engaging with advisors on various needs
- Act as the primary sales point of contact for escalated service-related issues and as a backup resource when sales team members are unavailable
- Build relationships with advisors through personalized engagement to help advisors understand platform nuances and identify opportunities
- Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
- Keep up to date with investment information, platform updates, marketing materials, operational changes, industry news, and market events
Requirements
- Bachelor’s degree in a business or finance field
- 2+ years of experience in the financial services industry
- Active FINRA licenses: Series 6, 63, and 65 and/or 7 and 66
- Legally authorized to work in the US; employer unable to provide visa sponsorship
- Proficient in using Salesforce or similar CRM tools to manage pipelines and territories
- Experienced in evaluating managed money platforms and investment solutions
- Strong time management, organizational, and prioritization skills
- Collaborative team player with ability to work independently and self-motivation
Benefits
- Base Salary range $45,000-$65,000
- Annualized Sales Incentive Plan target of up to $30,000
- Flex Time Off or Paid Time/Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
- Competitive salaries and full benefits
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services experienceevaluating managed money platformsinvestment solutions
Soft skills
time managementorganizational skillsprioritization skillscollaborative team playerself-motivation
Certifications
Bachelor’s degreeFINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 7FINRA Series 66
