Securities Service Associate
tags:
series 7 and 63 licensed
• customer serivce
How would you describe your time at Behringer Harvard?
Work intimately with the sales department in offering assistance in facilitating sales to the independent broker dealers. The involvement with the sales department focuses on facilitating new business with registered representatives by providing industry knowledge, paperwork requirements, cash flow and operational procedures.
??? Identifying and communicating answers to registered representatives.
??? Answering questions detailing the status of paperwork processing, timing and calculation of distributions, commission payments and transfers.
??? Researching and resolving problem cases.
??? Handling customer inquires and outgoing correspondence...