About the position
The Alternative Investments Trading team is responsible for executing all Alternative Investment trades with operational excellence and continual risk-mitigation as we assist Advisors with entering trades, resolve difficult issues in a timely and well-communicated manner while working to prevent repeat scenarios, and partner across the firm to develop and implement more automated technology within this product space. This person will be willing and able to teach and learn from peers, take direction yet be a self-starter, and must display strong multi-tasking abilities.
Responsibilities
- Work in a call center environment, handling an average of 30 calls per day from Financial Advisors and their assistants, clients, sponsor companies and third-party callers
- Make outbound calls to assist Advisors and clients regarding purchase or redemption items
- Understand and help educate callers on the various product types offered on the Alternative Investment platform, differences between products, fees, and basic risk associated with each investment type
- Educate Advisors and their clients on all processes related to transacting AI purchases and redemptions.
- Consistently provide up-to-date and accurate information including document requirements, SLAs and deadlines to mitigate the risk of missed trades
- Anticipate Advisor and client needs by providing next steps, best practices, and resources for education in the AI space
- Work through complex situations to understand the root cause of a problem, work with Service Consultants and management to determine the appropriate solution, and implement said solution
- Contribute to special projects as assigned
Requirements
- Bachelor’s degree in a related field or 2+ years equivalent experience
- 2+ years of Customer Service experience and the ability to demonstrate operational excellence
- Self-starter with the ability to work well with teammates, internal departments, and external contacts
- Attention to detail
- Solutions-oriented
- Strong multi-tasking and time management skills
- Strong written and oral communication skills
Nice-to-haves
- Advanced Microsoft Office skills
- Advance Excel knowledge
- SIE or Series 7
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off