Position requires a high degree of phone usage, making inbound/outbound calls as well as data entry to CRM. Make initial contact on all sales leads received via

This includes initiating and drafting correspondence; recording minutes of meetings and telephone conference calls; compiling information and preparing summary

Conduct all operational tasks including resolving trade breaks, margin calls, trade settlement, journals, corporate actions, dividends, ACATS, statement

Run system calls as required. We observe all local and state COVID-19 health order requirements. Never stay indoors working in an emergency room again, work on

Answer customer phone calls with concept proven presentations and a get the car across the curb mentality. Listen carefully to every customer.