Sales Support Specialist - Tampa, United States - J.W. Cole Financial, Inc.

Description

J.W. Cole Company Profile
J.W.

Cole is a Tampa-based Broker-Dealer and Registered Investment Adviser providing robust service, operational, product, compliance, and practice support to approximately 500 Financial Professionals nationwide.

At J.W.

Cole, we recognize that we are as much in the relationship business as we are in the financial services business.

Therefore, we are passionate about the importance of strong relationships between our Financial Professionals, clients, and the Home Office staff.

Job Summary
J.W. Cole Financial is seeking a highly motivated innovative professional to join our Sales Support Team.

The Sales Support Specialist will utilize their experience and training to provide skilled administrative back-office support, electronic documents processing, and efficient, accurate and timely account opening.

The Specialist plays a key role in being a "go-to" team member for our Financial Advisors and Branch Assistants in the field.

The Sales Support Specialist's primary role is to act as the branch office advocate in the resolution of complex problems and issues.

They will team with the other Sale Support Specialists in supporting our Relationship Manager/Sales Supervisor Principals.


Responsibilities

• Work closely with a FINRA licensed Sales Supervisor Principals supporting a specific region of Financial Professionals.
• Build solid, effective working relationship with others.
• Act as branch advocate and liaison in complex problem resolution.
• Reach out to Financial Professionals and their branch support staff on new firm policies and procedures, and happenings at the firm.
• Answer, triage, and route incoming calls from our Financial Professionals (requires a high degree of understanding of the overall firm innerworkings, outside departmental responsibilities, and how the company all ties together).
• Coach and train branch office personnel in account document requirements and electronic workflow processes over the phone, through webinar, or inperson.
• Understand the complex document requirements for different types of transactions, nuances of additional disclosure requirements, and rationale behind such requirements.
• Provide training and support of interoffice technologies over the phone, through webinar, or inperson.
• Promote team cohesiveness, cooperation, and effectiveness.

Core Strengths and Skills

• Exemplary customer service and phone skills
• Firstrate problemsolving ability and proven criticalthinking skills
• Experience in a serviceoriented environment
• Proficiency with Excel and working with spreadsheets
• Highly resourceful thinking and problem solving
• Ability to multitask and work in a fastpaced environment Comfort working with electronic workflow and document processing (paperless)
• Comfortable answering and communicating over the phone and facetoface with Financial Professionals and their staff

Education & Training

• 2+ years' experience in sales support or highly skilled administrative role
• Associate or Bachelor's degree, or combination of education and experience

Pay:
$40, $45,000.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Compensation package:

• Profit sharing

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Tampa, FL 33634: Relocate before starting work (required)

Work Location:
In person