BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
584-6

Job Type:
Permanent

Title:
Sales Assistant (584-6)

Location:
Downtown Chicago

Description:
SUMMARY/RESPONSIBILITIES:
Provide customer service to clients and a team of two Advisors
Process investment transactions and respond to customer requests for market
quotes/market information
Open customer accounts
Establish/maintain appropriate customer account documentation
Gather reports and various statements for broker and/or clients to provide
current investment activity
Participate in other projects as requested by Advisors
Update and maintain calendar

REQUIREMENTS:
Bachelor's degree preferred
2+ years? experience as a Registered Sales Assistant preferred
Experience in customer service capacity
Must be committed to satisfying internal/external customers
Ability to exercise independent judgement and be self-motivated
Detail oriented with ability to prioritize tasks
Strong communication skills
Proficient in MS Office Products (Word, Excel, PowerPoint, etc.)
Ability to work in a fast-paced environment
Series 7 preferred, but not required



Relevant Word Search: Series 6, Series 7, Series 63, Series 65, Series 66,
Registered Client Service Associate, Registered Associate, Registered CSA,
Registered Senior Client Associate, Registered Financial Associate,
Registered Client Associate, Registered Sales Assistant, Registered Support
Assistant, Registered Sales Associate, Registered Service Associate, series
AND Client Associate, Service Associate, CSA, Financial Associate, Client
Associate, Sales Assistant, Support Assistant, Sales Associate

Category:
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Contact:
tony@bcius.com