Internal Sales Liason At A North Investments
CurrentDuties:* Identifies current and future client service requirements by establishing personal rapport with potential and actual clients and other individuals in a position to understand service requirements.* Markets financial services by soliciting prospective and current clients; ascertaining their needs; explaining products and services; making sales presentations to groups.* Complies with securities and exchange commission regulations and state and local requirements and practices by studying existing and new legislation; anticipating future legislation; adhering to requirements; advising clients on needed actions.* Maintains client confidence and protects operations by keeping investment information confidential.* Determines timing of transactions by analyzing market conditions and trends.* Studying market quotations; assessing competitiveness.* Resolves discrepancies by collecting and analyzing information.* Keeps clients informed by communicating market fluctuations.* Maintains operations by following policies and procedures; reporting needed changes* Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
