Product Specialist
- Act in a field-facing capacity as a representative of Managed Account Advisors
- Field inbound calls or respond to emails from Financial Advisors, Wealth Management Specialists, Client Relationship Managers, etc. and provide guidance around how they can accommodate their client’s request
- Process unique requests which require deviation from standard procedures
- Research inquiries from branches and provide detailed explanations for trading activity within client accounts
- Ensure the caller’s interaction with MAA is as efficient as possible by taking ownership of their inquiry or request from start to finish
- 2-5+ years investment industry experience preferred
- Service support minded professional
- Trade experience
- Strong interpersonal, verbal, and written communication skills
- Ability to work independently or to coordinate with multiple teams
- Outstanding attention to detail
- Expert with Microsoft office suite of applications (Required)
- Bachelors Degree (Required )
- Active Listening
- Administrative Services
- Attention to Detail
- Research
- Usability Testing
- Data Collection and Entry
- Issue Management
- Networking
- Project Management
- Reporting
- Agile Practices
- Process Design
- Recording/Organizing Information
- Technical Documentation
- Written Communications
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