Job Description Summary

The Client Service Representative will be responsible for fielding client questions on the SPDR inbound phone lines as well as on the fund inquiry inbound email box. Key responsibilities include:

  • Licensing: obtain FINRA series 7 and series 63 licenses in the time frame that is outlined in the Internal Sales Licensing Policy
  • Client coverage: ensure proper coverage of SSGA inbound email and phone lines and answer all inbound client questions in accurate and professional manner
  • CRM database maintenance: enter all client and prospect lists into CRM in an accurate and timely manner
  • Professional development: attend all sessions on product, sales skills, and client service training
    Business leadership: deliver risk excellence and support the business as a whole through internal and external relationship development
  • In this role, critical skills, such as listening to client needs, presenting solutions, following up and teamwork will be crucial.

The ideal candidate will require the following relevant experience:

  • Bachelor’s degree required;
  • 1 year’s sales/client service experience preferred.
  • FINRA Licenses (7 and 63) required within SPDR Internal Sales Licensing Policy
  • Strong desire to learn and be part of a team
  • Proven ability to multi-task
  • Basic knowledge of investment products and services, with the ability to present these products and services in a client service environment
  • Sense of urgency and desire to serve the needs of our clients with professionalism
  • Strong communication skills and an ability to relate to team members/clients on all levels

 

Job Description

Working as part of a team, the Client Service Representative will execute our client service model to drive the distribution of SPDR ETFs and retain assets with intermediary clients. The Client Service Representative will be required to maintain risk excellence for a 100% compliance record. Specific responsibilities comprise:

Licensing:

·Obtain FINRA series 7 and series 63 licenses in the time frame that is outlined in the Internal Sales Licensing Policy

Client coverage:

  • Be the primary point of contact for fielding/responding to inbound calls and email/inquiries coming into the US SPDR toll-free numbers and Fund Inquiry email box
  • Answer inbound calls in a timely and professional manner
  • Relay client leads to Internal/External Sales
  • Proactively identify potential client issues, manage expectations, and address concerns

Source: for more information click here.

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