Position Details
About this role
This role supports the retail sales team by coordinating meetings, managing client data, and assisting with sales and marketing activities in a hybrid work environment.
Key Responsibilities
- Coordinate advisor meetings
- Support sales activities
- Maintain client data
- Respond to inquiries
- Assist with events
Technical Overview
Uses Microsoft Office tools to update client information, plan events, and respond to inquiries, supporting sales and territory management functions.
Ideal Candidate
The ideal candidate is a proactive sales support associate with 1-2 years of customer service experience, familiar with CRM systems and financial products, capable of coordinating meetings and supporting sales activities in a hybrid environment.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Preferred
Industry & Role
Clearance & Visa
Keywords for Your Resume
Deal Breakers
Lack of customer service experience, Inability to use Microsoft Office tools, No familiarity with financial products
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