Regional Sales & Client Support Associate

Calamos; Naperville (IL); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Paid time off

Parental leave

Wellness programs

Job summary

Calamos in the Naperville area is seeking a Regional Support Associate to assist inside and outside sales with territory management, research requests, data entry, and campaign support.

The role requires a Bachelor's degree in business or related field, Series 7 and 63 or willingness to obtain, excellent written and verbal communication, and proficiency with Excel, Word, and Outlook. Base salary ranges from $50,000 to $55,000 with potential bonuses and a comprehensive benefits package.

Qualifications

• Bachelor's degree in business or related discipline.
• Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe.
• An excellent understanding of investment products is preferred.
• Professional approach with sales drive and focus.
• Outstanding written and verbal communication skills.
• Able to work well individually and in a team environment with the ability to learn new tasks quickly.
• PC Skills in Microsoft Excel, Word and Outlook.

Responsibilities

• Provides exceptional customer service when working with associates and clients.
• Handle inbound calls regarding product information, literature requests and general questions.
• Responsible for outbound calls as assigned by management.
• Responds to requests for information, gathers and organizes materials and completes requests in a timely manner.
• Assists with the implementation of sales force client marketing plans.
• Recommends ideas for process improvements in order to improve efficiency in the department.
• Utilizes our fund analysis and other systems as needed to strategically leverage our client offerings.
• Maintains current knowledge of Calamos products, investment management philosophy, industry events, and recent developments impacting clients.
• Performs related duties as assigned.

Skills

Customer service

Sales drive

Written communication

Verbal communication

Teamwork

Learns quickly

PC skills

Education

Bachelor's degree in business or related discipline

Tools

Excel

Word

Outlook

Job description

Calamos in the Naperville area is seeking a Regional Support Associate to assist inside and outside sales with territory management, research requests, data entry, and campaign support.

The role requires a Bachelor's degree in business or related field, Series 7 and 63 or willingness to obtain, excellent written and verbal communication, and proficiency with Excel, Word, and Outlook. Base salary ranges from $50,000 to $55,000 with potential bonuses and a comprehensive benefits package.