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.
What We're Looking For
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 & Experience
EDUCATION AND EXPERIENCE
- Minimum required: Bachelor's degree or equivalent experience
- Minimum required: 1-3 years of related experience
Licenses & Credentials
LICENSES AND CREDENTIALS
- Minimum required: Series 7 & 63 within 6 months of employment
Systems & Technology
SYSTEMS AND TECHNOLOGY
- Proficient in Microsoft Excel, Work, PowerPoint, Outlook
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
We Value Diversity
Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.
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