Also referred to as: Client Service Assistant I - Registered, Registered NASD Sales Assistant I, Retail Sales Associate I - Registered Financial Products
Requirements and Responsibilities

Financial Retail Sales Assistant I - Registered uses customer database to generate additional business opportunities with existing clients. Utilize cross sell, telemarketing, and/or internal referrals for additional product offerings to expand the portfolio and the client's relationship. Being a Financial Retail Sales Assistant I - Registered opens new accounts, processes orders for existing clients, and answers questions regarding the organization's products and services. May provides additional clerical or sales support for one or more Registered Representatives. Additionally, Financial Retail Sales Assistant I - Registered has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Typically reports to a supervisor or manager. Requires NASD series 7 and 63 licenses. The Financial Retail Sales Assistant I - Registered works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Retail Sales Assistant I - Registered typically requires 0-2 years of related experience.

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