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Chicago, Illinois, United States
Onsite
Not Available
LaSalle Investment Management is seeking two 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 wholesaler meetings and events.
Helps drive attendance for JLL LaSalle sponsored events and activities.
Assists with scheduling and logistics.
Required Qualifications & Experience:
Bachelor’s degree
Minimum one to two years of work experience
Preferred Qualifications:
Superb attention to detail, ability to consistently deliver accurate data.
Excellent organizational skills.
Ability to effectively communicate with clients and employees.
Excellent verbal and written communication skills.
Strong project management skills and the ability to adapt and prioritize, proactively meeting deadlines in a fast-paced environment.
Proficient in MS Excel and Salesforce.
US Jobs Only: This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.
Expected compensation for this position:
Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.
Location:
On-site –Chicago, ILOpening Type:
New RoleAt LaSalle, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
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