Home | Links | Contact Us | Press | Post a job | Bookmark
Home Banking Retail-Investment-Sales-Assistant


 Retail Investment Sales Assistant

Details
Country: USA
Location: Massachusetts-Boston Boston, MA 02101
Total applied: 40
Retail Investment Sales Assistant

Retail Investment Sales AssistantBoston, MAIn this role, you’ll assist in the administration of the Investment Service Program, providing excellent customer service and helping program participants in supply and completion of paperwork and product fulfillment.   WHAT YOU WILL DO:* Respond to program participants and assist in problem resolution as related to administration and internal and external customer questions* Provide administrative support for assigned team member(s) with information and materials distribution, calendar management, meeting scheduling, travel arrangements, and general program administration* Maintain several reports for different dedicated audiences; performing data entry and report manipulation as required* Distribute information to different audiences as needed* Prepare routine correspondence to internal and external contacts* Stay current with all internal and external correspondence* Provide clerical support such as opening and distributing mail, ordering supplies, photocopy requests and maintaining filing systems* Keeping all files current and up to date with compliance/industry regulations* Ensure all materials (e.g. fund prospectuses, disclosures, applications, and other various sales materials) are current, compliant and available to program participants* Maintain required professional training including appropriate licensing and knowledge of NASD compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations* Identify potential sales opportunities during normal contact with bank customers and current clients* Provide product recommendations or schedule appointments as appropriate* Other duties as assigned or requested WHAT WE ARE LOOKING FOR:* HS diploma or GED * Training and business development experience within Financial Services* 1-3 years experience * Excellent organizational, interpersonal and written/verbal communication skills* Strong customer service skills* Ability to manage multiple priorities simultaneously* Strong skills in word processing and/or PC applications  * Knowledge of MS Office preferred Sovereign Bank Team Members receive:* Flexible Hours * Medical, Dental, Vision Plans * Tuition Reimbursement * 401K plan * Free Parking * Competitive Pay  Interested and qualified candidates may apply online at www.sovereignbank.com/companyinfo/careers You may also e-mail your resume to: cguglie@sovereignbank.com ABOUT SOVEREIGN:Sovereign Bancorp, Inc., (“Sovereign”) (NYSE: SOV), is the parent company of Sovereign Bank, afinancial institution with principal markets in the Northeastern United States. Sovereign Bank has750 community banking offices, over 2,300 ATMs and approximately 12,000 team members. Sovereign offers a broad array of financial services and products including retail banking, business andcorporate banking, cash management, capital markets, wealth management and insurance. For moreinformation on Sovereign Bank, visit http://www.sovereignbank.com or call 1-877-SOV-BANK.We value the advantages afforded only through a diversework force and encourage all to apply. EOE M/F/D/V

- Apply for Retail Investment Sales Assistant


Related jobs
  Part Time Teller (50) - East Boston (20 hours)
Under close supervision, provides customers with service on a variety of routine transactions. Accepting checks for cashing, identifying customers and cashing checks ...
  Customer Service Representative
We seek a well-organized person to perform a wide-variety of duties in the Deposit Operations Department.  Under the direction of the Deposit Operations Manager/A...
  Teller - Fenway (Citibank North America)
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, ...
  Wholesale Account Executive - Massachusetts
FHA Mortgage Wholesale Bank seeks professional and experienced Account Executives to service all areas of Massachusetts.  Ground level opportunity and ...
  40 Act In-house Counsel
‘40 Act In-house Counsel   The yoke of billable hours weighing on you?   Our client is seeking a seasoned Attorney to join the Corporate Legal  and ...
  Part Time Collector (56) - Lynn
Collection of overdue consumer loan payments using phones and letters. Protect the Banks' collateral by recommending timely repossession of collateral. Recommends the ...
  Personal Banker 1 - Boston Suburban
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, ...
  Financial Center Assistant Manager - Wellesley, MA (Citibank North America)
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, ...
  Borrower Services Trainer
Borrower Services Trainer   Job Summary: Reporting to the Manager of Quality and Training, the Borrower Services Trainer develops and delivers comprehensive and ...
  Senior Purchaser, Officer
Boston, MA 02110 Status: Full Time, Employee Job Category: Accounting/Finance/Insurance Reference C...

Related press releases
Courageous reform
There can be little doubt we are making progress when it comes to improving further education. More young people and adults than ever are gaining good qualifications ever...
Half of MG Rover workers want to return
Almost a year after the collapse of MG Rover, many former workers are paid less and wish they still worked for the firm, according to a report released today. Of the nea...
Making ends meet
Earning some dosh to get through uni might seem unavoidable, but don't lose sight of the reason you are there: to get a degree. Earning shouldn't mean missing vital lectu...
Young, successful, well paid: are they killing feminism?
Chiara Cargnel wants to have it all: a high-flying career and a successful marriage. So far she is halfway there. At 26, she is an investment banker in London working ove...
The earth man cometh
I am merely the conduit,' says Patrick Holden, director of the Soil Association, when I ask him to sum up his achievement after 10 years in the job. 'The great thinkers, ...
Battle at the coalface
In his television review Rupert Smith described the NUM miners leader Arthur Scargill as "a ghastly little man who needed to be trodden on" (G2, March 23). I suppose he w...
Hutton eases small firms' pension fears
The government will not force employers to contribute to workers' pensions without making efforts to minimise the impact on firms, the work and pensions secretary, John H...
NHS hospital redundancies gather pace
A wave of redundancies across the NHS in England gathered force yesterday when a London teaching hospital announced that nearly 500 posts will be axed in an attempt to di...
Union warning over 'raw' stalls handlers
The Transport and General Workers Union (T&G) yesterday launched a fierce attack on the overall standard of the stalls handlers likely to be working at British racecourse...
Minimum wage to rise to £5.35
The minimum wage will rise by 6% in October to £5.35, the government confirmed yesterday, but it cautioned that the days of big, inflation-beating rises may be over...
2009 UsaJobOnline - Connecting Job Seekers with Employers

Archive: All jobs