Type: Contract

Start Date: 2/5/2024

End Date: 9/30/2024

Schedule: Monday-Friday, 40 hours per week

Location: Purchase, NY (onsite position)

Pay Range: $30 to $33 per hour

Overview: Our client is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Their employees serve clients worldwide including corporations, governments, and individuals. As a market leader, the talent and passion for their people is critical to their success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.

Position Summary:
The Field Support Services (FSS) team is the primary Advisory business contact for our client's Wealth Management division. Our client's Advisory programs offer clients the ability to receive ongoing professional investment advice, guidance on investment selection and asset allocation construction using a variety of financial vehicles in a wrap fee structured account. The Product Specialist is responsible for educating and providing subject matter expertise on Advisory program guidelines, trading support, operational processes, and navigating all systems and tools that support the Advisory business. The Product Specialist plays a critical role providing guidance on best practices to help Financial Advisors maintain and grow their Advisory business.

Responsibilities:
• Heavy phone contact with Financial Advisors and branch office personnel.
• Proficiently utilize all Advisory support applications as well as navigate other system tools.
• Provide proactive education and assistance on Advisory programs with respect to product, policies, procedures, and systems navigation.
• Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
• Drive process improvement efforts through feedback to Department management.
• Work collaboratively with team members by managing call volume and service levels while providing outstanding service.
• Utilize Customer Relationship Management (CRM) systems effectively.
• Participate in FSS cross training programs to broaden depth of knowledge across Advisory programs.

Qualifications:
• Bachelor’s degree required; strong preference for Economics and/or Finance degrees (course work should involve investments - stocks, bonds, ETF’s & Mutual funds, investment portfolio construction, Asset Allocation theory).
• At least 2 years of professional experience in Financial Services. Preferably in areas dealing with investments (stocks, bonds, ETF’s & Mutual funds) is a plus but not required.
• Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment.
• Clear and efficient communicator.
• Ability to build relationships across departments.
• Result oriented individual who is flexible and able to adaptable to change.
• Strong focus on customer service.