Analyst, Internal Sales Associate

Job description

Objective of role: LaSalle Investment Management is seeking a full-time Internal Sales Associates to join the Private Wealth Group. This position will report to the Head of Intermediary Distribution and will provide service and sales support to the internal and external wholesaling teams. This role supports a variety of key Private Wealth Group strategic initiatives. Internal Sales Associates' responsibilities will focus on sales and service support and will be responsible for improving operational and administrative related efficiencies. Internal Sales Associate Related Accountabilities: Service Support: - Acts as a liaison between 3rd party transfer agents, custodians, broker/dealers, in-house service team and sales team. - Handles all inbound service-related calls and emails. - Processes trade and subscription paperwork. - Assists with transfer and account maintenance. - Provides guidance to investor portal access and set up. - Assists with NIGO “not in good order” or missing investor documentation. Sales Support: - Creates and maintains updated salesforce reports, campaigns, and contacts. - Contributes to Proxy outreach. - Provides sales material / food / beverage for external...