Institutional Sales Liaison I - San Francisco Job Listing at Stifel in SF, CA (Job ID 39f59f39-3238-4452-b849-0793ea5502ee)

Description

The Sales Liaison I performs the administrative and operational tasks necessary to facilitate the smooth and efficient operation of the Sales Representatives' business; monitors, assists and records transactions; ensures that the office is properly equipped (supplies, technology, etc.) and functioning efficiently. This position partners with the Sales Representatives and Branch Office Coordinators. The work is entry-level and basic.

ESSENTIAL DUTIES AND RESPONSIBILITES

• Open and fully document all new accounts; maintain client information in Sales Force.
• Verify all assigned representatives transactions are properly billed in the BETA system.
• Confirm all earned commissions are credited appropriately.
• Track all transactions through the settlement process, assuring receipt or delivery of customer securities on settlement date.
• Provide basis customer support in the absence of Sales Representatives.
• Work with IT staff on systems and telephone issues.
• Communicate with building management regarding office space needs.
• Coordinate travel arrangements and process expense reports for Sales Representatives.
• Interaction Reporting across all aggregators, such as One Access, Corp Axe, Commcise, etc.

QUALIFICATIONS

• Ability to understand the implications of new information for both current and future problem-solving and decision-making.
• Ability to adhere to deadlines by managing one's time and priorities.
• Continually strive to enhance product, system and processes knowledge by working with the senior-level associates during down time.

EDUCATION AND EXPERIENCE

• Minimum required: Bachelor's degree or equivalent experience
• Minimum required: 1-3 years of related experience

LICENSES AND CREDENTIALS

• Minimum required: Series 7 & 63 within 6 months of employment

SYSTEMS AND TECHNOLOGY

• Proficient in Microsoft Excel, Work, PowerPoint, Outlook