Analyst - Unlimited Growth Potential

About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate Range: $30-$33.34/Hr

Job Description:

• The Consulting Group’s FSS team is the primary Advisory business contact for *** Wealth Management.
• The *** Advisory programs offer clients the ability to receive ongoing professional investment advice, guidance on investment selection and asset allocation construction using a variety of financial vehicles in a wrap fee structured account.
• The FSS Product Specialist is responsible for educating and providing subject matter expertise on Advisory program guidelines, trading support, operational processes, and navigating all systems and tools that support the Advisory business.
• The Product Specialist plays a critical role providing guidance on best practices to help Financial Advisors maintain and grow their Advisory business.

Responsibilities:

• Heavy phone contact with Financial Advisors and branch office personnel.
• Proficiently utilize all Advisory support applications as well as navigate other system tools.
• Provide proactive education and assistance on Advisory programs with respect to product, policies, procedures, and systems navigation.
• Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
• Drive process improvement efforts through feedback to Department management.
• Work collaboratively with team members by managing call volume and service levels while providing outstanding service.
• Utilize Customer Relationship Management systems effectively.
• Participate in FSS cross training programs to broaden depth of knowledge across Advisory programs.

Qualifications/Knowledge and Skills Required:

• Bachelor’s degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF’s & Mutual funds, investment portfolio construction, Asset Allocation theory)
• Professional experience in Financial Services. Preferably in areas dealing with investments (stocks, bonds, ETF’s & Mutual funds) is a plus but not required.
• Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment
• Clear and efficient communicator
• Ability to build relationships across departments throughout ***
• Result oriented individual who is flexible and able to adaptable to change
• Strong focus on customer service

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at [email protected]