
Consulting Services Associate
The Consulting Services Associate will enhance the advisor relationship by working in tandem with the internal and external sales team. Review expense reports for accuracy and submit with all receipts to accounting Calendar Management. Assist outside sales team in scheduling meetings and accurate updates to calendar. Confirm existing meetings and the compliance requirements. Assist with local Corporate Sponsored Events; follow-up with invitations and monitor distribution of tickets. Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings. Compile and distribute weekly marketing packet for the outside sales team General administrative needs for the outside sales team including: Coordinate and facilitate conference calls, compliance reviews, update weekly marketing packets, update meeting notes in systems and calendar, update spreadsheets and performance reports.
Familiar with investment strategies and concepts
Financial services experience is preferred
Ability to interact and collaborate with outside sales representative, inside sales representative and product teams
Customer Relationship Management
Time Management
Record Keeping Skills
Expense reporting skills
Process Improvement
Verbal communication
written communication
Detail Oriented and Organized
According to JobzMall, the average salary range for a Consulting Services Associate in 333 Wacker Drive, 333 W Wacker Dr, Chicago, IL 60606, USA is between $53,000 and $60,000 per year. The salary range may vary depending on the company, experience, and other factors.
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The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields.

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