Sales Associate jobs in the Administrative & Clerical category and Banking industry

Assists financial consultants by providing sales and servicing support. Duties may include: scheduling appointments for new and existing customers; monitoring and tracking referrals and sales results; issuing sales/marketing information to clients; providing customer service via telephone and written correspondence; solving operational issues; preparing sales packages; ordering supplies; coordinat...
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Assists financial consultants and financial advisors by providing sales and servicing support. Duties may include: opening accounts and processing paperwork; working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, and processing client service requests (address changes, stateme...
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Our international financial services organization, headquartered in Long Island City, Queens, is seeking a strong Administrator to support the Retail Services Administration group. In this role you will provide administrative assistance for the VP - Retail Administration and a variety of administrative support, reporting and member service duties. These duties pertain to departmental reports, main...
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Responsibilities The Document Quality Control Specialist (DQC) 1 reviews the credit report, income/asset documentation, DU findings, product guidelines and supporting loan documentation to validate a complete loan application package and routes the loan accordingly. The incumbent completes a variety of regulatory and clerical tasks to support Processing, Underwriting and Closing functions includin...
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Assists financial consultants and financial advisors by providing sales and servicing support. Utilizes past experience as a registered brokerage associate to anticipate and proactively seek resolutions to client problems. Demonstrates seasoned judgment by handling difficult clients with a high degree of professionalism. Duties may include: opening accounts and processing paperwork; working with i...
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