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Sales Associate
The Bank of New York Mellon
Philadelphia, PA, United States
Job Details - this job has expired, please see similar jobs below
The Sales Associate is assigned to one or more Wealth Directors. The individual works closely with the Wealth Director(s) to assist in their marketing and sales efforts. Prepares sales presentations and does so with little supervision or direction, responsible for account opening documentation and the account opening process, track leads including pending business and new business, researches and creates dossier on potential prospect(s) as requested by Wealth Director(s). Works with the Wealth Director(s) to retain and enhance current client relationships. Individual will assist (attend) with seminars, presentations and entertainment events. The individual will assist Wealth Director(s) with scheduling and maintaining their calendars, travel, expenses and database entry.
Qualifications
The candidate will have an undergraduate degree or have equivalent experience. The individual must possess strong interpersonal and presentation skills, as well as, excellent written and verbal communication skills. Individual must have strong organization and computer skills.
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BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.