Sales Support Officer II Relationship Team

*SALES SUPPORT OFFICER II RELATIONSHIP TEAM*
WHAT IS THE OPPORTUNITY?
This position provides comprehensive support and backup to the Relationship Teams in all areas of the sales cycle and post-sales process. Support includes review of all new account documentation, submission of new account packages, and request for services. This position as it relates to the client onboarding process includes ownership of the request for new products, ensuring proper set up in accordance with regulatory and service standards. Provides technical support and practical guidance to colleagues, firms and clients concerning product usage and functionality and ensuring client satisfaction.
WHAT WILL YOU DO?
* Assists Relationship Teams in the development and preparation of relationship reviews, new account packages, and requests for additional services. Assists with delivery and submission of complete new account packages and maintenance requests.
* Provides in-office phone sales support f...

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