Institutional Sales Liaison I - Equity

Stifel • New York, NY

292d • $54,000 - $80,000

About The Position

The Sales Liaison I performs the administrative and operational tasks necessary to facilitate the smooth and efficient operation of the Sales Representatives' business. This includes monitoring, assisting, and recording transactions and ensuring that the office is properly equipped (supplies, technology, etc.) and functioning efficiently. This position partners with the Sales Representatives and Branch Office Coordinators.

Requirements

• Bachelor's Degree or equivalent experience.
• 1+ years of relevant experience.
• Series 7 & 63 within 6 months of employment.

Responsibilities

• Open and fully document all new accounts.
• Keep client account paperwork up to date for compliance.
• Provide timely basic customer support in the absence of the Sales Representatives by consistently monitoring all communication channels.
• Maintain client information in Contact Management System (Salesforce).
• Coordinate meetings and itineraries for representatives and clients.
• Coordinate travel arrangements and process expense reports for Sales Representatives.
• Ensure all clients are registered in a timely manner and monitor their activities throughout the conference.
• Ensure all client interactions are properly logged and accounted for in all client aggregators.
• Verify all assigned representatives' transactions are properly billed / allocated.
• Confirm all earned commissions are credited appropriately.
• Track all transactions through the settlement process, assuring receipt or delivery of customer securities on settlement date.
• Continually strive to enhance product, system, and processes knowledge by working with senior-level associates during any down time.
• Work with IT staff on systems and telephone issues.
• Ensure office is stocked with the needed supplies.
• Communicate with building management regarding office space needs.

Benefits

• Discretionary bonuses.
• Health / dental / vision / prescription insurance offerings.
• Stifel Total Health Connect.
• Flexible spending accounts.
• Tuition & certification assistance programs.
• Paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree