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Search Results for Licensed Financial Specialist
- Inbound Sales-Mutual Funds Product Specialist
- Leading Financial Services Company - Boston, Massachusetts
- Sales / Sales Management
- Responsibilities The Asset Management Product Specialist position is a wholesaling position whose primary responsibility is to promote Asset Management products through the advisor channel. - The Product Specialist will wholesale our Asset Management products through incoming advisor sales calls. - The Product Specialist will assist advisors with product features and benefits, proposals, competitive analysis and product positing and sales strategies. - The Product Specialist will work closely with other wholesaling partners, internal and external, as well as internal business partners (see more)
- US Trust Client Sales and Service Officer II (Boston, MA)
- Bank of America Corp. - Boston, Massachusetts
- Banking / Mortgage
- Title: US Trust Client Sales and Service Officer II (Boston, MA)Location: MA-BostonThe Client Sales and Service Officer has primary responsibility for supporting all client post sales activities, by monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. The CSSO manages the execution of client service activities such as initiating and monitoring account opening and asset transfers; handling client inquiries; and coordinating with specialists and service centers to deliver an integrated service to the client. Minimum of (see more)
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