Product Specialist

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Job Description:
Managed Account Advisors (MAA) Client Advocate is dedicated to providing Financial Advisors a comprehensive solution to specific client unique requests. To accomplish this level of premier service our team requires an ambitious mind-set and a talent for outside-the-box thinking in order to determine how we can help satisfy the client's and the Financial Advisor's requests. The Client Advocate must possess excellent communication skills to ascertain the intent behind the phone engagement they've received, and then utilize their operational experience to ensure that all necessary parties (Financial Advisors, Discretionary Managers, various internal partners) have the information they need to complete the required tasks without creating any errors or adding unnecessary steps/time to the process.

• Act in a field-facing capacity as a representative of Managed Account Advisors
• Field inbound calls or respond to emails from Financial Advisors, Wealth Management Specialists, Client Relationship Managers, etc. and provide guidance around how they can accommodate their client's request
• Process unique requests which require deviation from standard procedures
• Research inquiries from branches and provide detailed explanations for trading activity within client accounts
• Ensure the caller's interaction with MAA is as efficient as possible by taking ownership of their inquiry or request from start to finish

Skills:

• 2-5+ years investment industry experience preferred

• Service support minded professional

• Trade experience

• Strong interpersonal, verbal, and written communication skills

• Ability to work independently or to coordinate with multiple teams

• Outstanding attention to detail

• Expert with Microsoft office suite of applications (Required)

• Bachelors Degree (Required )

• Active Listening

• Administrative Services

• Attention to Detail

• Research

• Usability Testing

• Data Collection and Entry

• Issue Management

• Networking

• Project Management

• Reporting

• Agile Practices

• Process Design

• Recording/Organizing Information

• Technical Documentation

• Written Communications

Minimum Education Requirement: Bachelors Degree

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101)

Pay and benefits information

Pay range

$82,700.00 - $115,100.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.