High School Diploma or GED required.
Proficient in Microsoft Office Suite with a strong background in Excel
Review of onboarding documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products
Analysis of received data to ensure system supportability
Data entry to add products to the proprietary platform
Quality review of data entered
Testing of system enhancements based upon business initiatives
Frequent communication with internal and external business partners
Act as proactively to identify, control, and mitigate risks
Ability to prioritize and handle multiple job-related duties including day-to-day tasks and project work in a deadline oriented environment
Ability to think critically while effectively managing and finding resolutions to complex situations independently
Proven history of effective ownership and accuracy with an emphasis on attention to detail
Intellectually curious with a desire to identify and implement innovative solutions
Provide outstanding personalized service and exhibit professionalism in all situations

Account Representative - Entry Level Sales

Pearl & Hoyt

Middletown, NJ 07748

Account Representative

Sany America

Pennsauken, NJ 08110

Connections Personnel

Piscataway, NJ 08854

Spectrum

Palisades Park, NJ 07650

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.
Knowledge of cold call sales skills, persuasion, and clear communication skills
Ability to travel (including during inclement weather) to and from assigned territories and company facilities using a reliable personal vehicle
Ability to work outside for extended periods in any season and/or during inclement weather
Familiarity with computer operating systems, a myriad of consumer and commercial communications devices (e.g., PDAs, smartphones, routers, modems, converters, and wireless devices), and computer software applications
Valid driver's license with a satisfactory driving record within Company required standards
High School Diploma or equivalent work experience
Experience in sales or customer service – 0 to 6 months