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Perform follow up procedures to ensure that accounts are funded Partner with Scottrade Guidance Solutions Group to identify client needs and provide them with appropriate solutions Track sales activities in the client relationship management system Assist with the daily operations of the branch by running reports and following up with clients as necessary Partner with Scottrade Lines of business to service the client Present branch seminars in a professional and effective manner, tailoring to client needs as appropriate Emerging sales leadership, management and motivational skills. Deliver excellent service to internal and external clients including effective communication, teamwork, positive attitude and high professional standards. Supports both the scheduling and performance management efforts for retail store personnel Participates in the execution of marketing plans to support the penetration of key market segments in collaboration with our Sales and Operations teams and outside vendors. Must meet all IIROC licensing and ongoing continuing education requirements Well-rounded knowledge of brokerage industry Demonstrated ability to meet deadlines and work effectively under pressure Ability to work with employees and clients at all levels Intermediate to advanced Microsoft Office skills Dataphile and Execlear experience is an asset. Coach team members on the proper execution of the sales formula and priority work while modeling the desired behaviors Works closely with the branch manager to develop and drive commitments and behaviors.
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