PositionOverview
Are you a persuasivecommunicator with a passion for financial services and capitalmarkets Join our clients dynamic team as an AccountSpecialist and make an impact! In this role you willconnect with Investment Professionals across North America onbehalf of our client which includes esteemed banks asset managersand public companies across various sectors and industries.
Thisrole offers a unique opportunity to thrive in a fastpacedcollaborative environment making it the perfect platform to advanceyour finance career.
KeyResponsibilities
- Conduct daily outbound phone calls to engage InvestmentProfessionals generating leads and building professionalrelationships within a defined target segment (100calls / day).
- Record daily call activitiesaccurately updating and maintaining information in our clientsproprietary database.
- Develop and maintain anunderstanding of diverse industries and financial productsincluding Equities Mutual Funds ETFs IPOs and StructuredProducts.
- Collaborate with team members tocreate and implement innovative outreach strategies for clientcampaigns.
- Support senior team members withadministrative tasks and assist on special projects asneeded.
Qualifications &Experience
- Auniversity degree or college diploma in Commerce Finance BusinessAdministration or a related field is required.
- Completion of the Canadian Securities Course (CSC) ispreferred.
- Prior experience in businessdevelopment or sales ideally within financial services is anasset.
- Proficiency in Microsoft Office Suiteparticularly Excel PowerPoint and Outlook.
Skills &Competencies
- Strongverbal and written communication skills with the ability to delivercompelling responses and handle objections confidently.
- Demonstrated resilience and problemsolving abilities witha proactive approach to turning challenges intoopportunities.
- Adaptability and strategicthinking with an ability to adjust outreach techniques based onrealtime feedback.
- Experience with CRM toolsto track and manage interactions and data.
- Excellent collaboration skills with a positiveteamoriented mindset.
- A solid understanding offinancial markets or a keen interest in learning more.
- Exceptional organizational skills and time managementabilities.
Compensation
A competitive salary will be offeredcommensurate with the candidates experience qualifications andmarket benchmarks in the financial services sector.
Why JoinUs
Working with our client offersan invaluable learning experience in financial services and capitalmarkets with opportunities to work with industry leaders and growin a supportive teamcentric environment.
If youre ready to elevateyour career apply now to be part of our clientsjourney!
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