Wealth Management - Product Support Specialist

*This role is on-site*

*Interviews will be one-two rounds of video conference*

BACHELOR'S DEGREE REQUIRED

Consulting Group Advisory Field Support (AFS) Product Specialist
Position Summary:
The Consulting Group s AFS team is the primary Advisory business contact for Brokerage Wealth Management. The Brokerage 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 AFS 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 AFS 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 Brokerage
Result oriented individual who is flexible and able to adaptable to change
Strong focus on customer service.