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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client support and relationship management within the financial services sector, with a strong focus on investment markets and sales strategies. Proficient in utilizing CRM platforms to enhance client success and drive revenue growth.
Highest-signal resume keywords
Client SupportRelationship BuildingSales StrategiesCRM ExperienceInvestment Market Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Services ExperienceSales ExperienceAccount ManagementPortfolio AnalysisResearch Platforms
Soft Skills
Excellent CommunicationRelationship-Building SkillsAbility to Explain Complex Concepts
Tools & Technologies
SalesforceCRM Platforms
Certifications & Qualifications
Series 7 LicenseSeries 55 License
Industry Keywords
ETFsManaged AccountsWealth ManagementFinancial Advisors
About the role
Key responsibilities & impact- Deliver client support and education through phone, email, and virtual meetings
- Build and maintain relationships with advisors, consultants, asset managers, and investors
- Prospect new clients and identify opportunities across research, ETF, and managed account solutions
- Partner with senior sales leaders on customer strategies, business development initiatives, and revenue growth
- Monitor industry trends and market opportunities
- Provide valuable insights to clients and support sales efforts
- Report to the Manager of Sales
Requirements
What you’ll need- Bachelor's degree in Business, Finance, Economics, or equivalent experience
- 2+ years of experience in financial services, client success, sales, account management, or a related field
- Strong interest in investment markets
- Passion for helping clients achieve their financial goals
- Excellent communication and relationship-building skills
- Ability to explain complex concepts clearly
- Experience working with CRM platforms
- Experience collaborating across teams to deliver client success
- Active Series 7 and Series 55 licenses are required
- Experience supporting financial advisors, wealth management firms, or asset managers (nice to have)
- Familiarity with ETFs, managed accounts, portfolio analysis, or research platforms (nice to have)
- Experience with Salesforce or similar CRM tools (nice to have)
Benefits
Comp & perks- 401(k) program with 6% employer match
- Employee Stock Purchase Program with 15% discount
- Student loan repayment program up to $10k
- Company paid life and disability plans
- Generous paid time off
- Comprehensive medical, dental and vision coverage
- Health spending account with employer contribution
- Paid flex days to support mental wellbeing
- Gym membership discounts
- Hybrid home/office schedule
- Paid parental leave
- Fertility benefits
- Paid bereavement leave
- Company gift matching program
- Employee resource groups
- Paid volunteer days
- Education Assistance Program
- Robust job skills training
- Professional development opportunities
- Annual bonus/commissions and equity