Sales & Client Service Associate Stonebridge Capital Advisors is a dynamic and nationally recognized Twin Cities based Investment Management Company celebrating 20 years of customized wealth management services. We value the dedication, integrity and commitment each Stonebridge team member plays in our Company’s success. Our growing organization is searching for an experienced professional who is highly motivated, enjoys building relationships and is passionate about providing exceptional customer service for clients and prospects while working within a truly energetic and compassionate environment.
Summary of Position The primary responsibility of the Sales & Client Service Associate is to provide support with the sales and marketing process of prospects and advisors. The Associate will assist in new account set up and on-boarding of new clients and advisory relationships.
Primary Responsibilities Organize and take notes with follow up action items of Sales Team Meetings Assist in the timing, contact, and communications for follow up of prospect and advisor sales meetings Initiate calls to arrange meetings Participate in the development and preparation of sales and marketing materials Assure all marketing, proposal and presentation materials are updated and available for sales team Prepare the calendar of sales calls for the sales team members Set up travel and meetings for sales and marketing team Prepare new account paperwork and follow up on status of completion Manage effective tracking system of outgoing new account paperwork On-board new clients to assure proper set up. Complete files with all necessary support information into client files for transition to Client Relationship Team Participate in the development and input of data on CRM system Attend client events and company functions Provide additional support around meeting and administrative functions as requested
Stonebridge Capital Advisors, LLC April 2017
Knowledge, Skills, Abilities and Expectations 2+ years of experience with registered investment advisor, brokerage firm, bank, trust department, insurance company or related business Commitment to excellent customer service and interpersonal skills Enjoys client contact and delivering solutions Ability to work independently and within a team environment Solid organizational skills Ability to manage multiple projects and create efficiencies in procedures Proficient use of Microsoft Suite applications Familiarity of CRM systems
Education, Licensing or Certification College or Higher Education degree Series 6 License (preferred)
Salary & Benefits Stonebridge Capital offers comprehensive benefits and a competitive salary based on experience and qualifications. E.O.E.
Contact To apply, please submit your resume and cover letter to
[email protected] For more information about our firm, please visit our website at www.stonebridgecap.com
Stonebridge Capital Advisors, LLC April 2017
