Sales Support Salary at Pbi Inc BETA

We’re hiring a Sales Support Specialist! In this role, you will support our sales team with compliance coordination, reporting, and project assistance. You will ensure that all internal processes and legal requirements are met while providing timely and accurate sales reports. Success in this position will be measured by the quality of your communication, your ability to solve problems effectively, and the accuracy of reporting to support the overall sales organization. Key Responsibilities Communicate with compliance and quality assurance teams to resolve workflow barriers and ensure requirements are met. Provide daily, weekly, and ad hoc revenue and data reporting to sales teams. Review sales data reports, resolve discrepancies, and escalate as needed. Coordinate with sales teams to address and resolve ad copy issues. Support sales team initiatives with presentation materials and special projects. Minimum Qualifications Bachelor’s degree or 1–2 years of related experience or training

Job Description Job Description Noeceesphere is a client relations firm in the Washington area that specializes in handling the customer service and sales support for local accounts on behalf of our large clientele. We act as the middleman between major corporations and average consumers, providing our clients with on the ground customer outreach while bringing our customers top-notch customer service and access to high quality products at competitive prices. This business model has proven to be successful at increasing customer service and satisfaction metrics, inflating revenue, and expanding market footprint for both our business and our clients. Because of the success we’ve seen in recent months, we are now seeking to onboard new Customer Support Team Members to join our innovative customer service team and help us build on the momentum we’ve gained! As a Customer Support Team Member with Noeceesphere, you will be responsible for representing our company to current and prospective

Job Description Job Description Position Summary Jacob William Advisory, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join our growing team as a Client Service Associate. This position plays an important role in supporting our Advisors and creating an exceptional customer experience for our clients as we work to bring clarity and understanding to their financial lives. This individual will be responsible for assisting Advisors in client meetings, building financial plans, and implementing proposed strategies. This position will also process account opening and account maintenance. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders. Essential Job Functions Client operations, inquiries, requests, and communication New account opening Account maintenance (e.g. beneficiary change, nam

About Berman McAleer Berman McAleer is an independent wealth management firm based in Maryland with an office in New York. We focus on the total financial well-being of select families that choose to partner with us. We care deeply about the personal and financial success of the clients we serve, and our decision-making reflects those priorities. We limit the number of new clients we accept each year, and have taken the unusual step of closing to new clients on three separate occasions. To keep our interests aligned with those of our clients, our advisors are salaried instead of being incentivized with production or asset-based goals, and we eschew the use of any proprietary products or accounts. What We Believe: Our financial professionals act in our clients’ best interest – always – as fiduciaries. Clear, transparent, and unbiased information leads to the best decisions. We focus on multi-generational wealth management for high-net-worth individuals and families. Collaboration and te

Client Service Associate Multi-Billion Independent Wealth Management Firm Ellicott City, MD Overview Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients, building and maintaining client relationships Participate in the growth of a dynamic, independent RIA by servicing client needs Strong culture of teamwork, integrity, work life balance and personal and professional development Career track within the firm Competitive compensation package including benefits and bonuses Requirements Bachelor's Degree 2+ years experience

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description Job Overview: As an Office Administrator & Sales Support Specialist, you will play a pivotal role in ensuring the efficiency and success of our sales operations while maintaining a well-organized office environment. This dynamic position involves providing comprehensive administrative support, managing customer inquiries, and coordinating seamless sales processes. Acting as a key liaison between our sales representatives, customers, and internal departments, you will facilitate effective communication, streamline operations, and enhance overall customer experience, all while ensuring the office runs smoothly and efficiently. Responsibilities: Maintain an organized, efficient, and well-stocked office environment. Assist in scheduling meetings, appointments, and travel arrangements for Executive staff. Provide administrative support to the sales team, including managing calendars, scheduling appointments, and preparing sales-related documents and reports.