Primary Responsibilities: - Provides exceptional client support in an efficient, timely and professional manner. This role involves heavy client contact both on phone and in email, with occasional in person meetings and client events.
- Serves as a "Quarterback" on behalf of Advisors to execute client service needs, coordinating across various internal partners & departments (Operations) and external vendors.
- Handles complex account maintenance requests and money movements, involves direct communication with clients and custodians (wire and check requests, Power of Attorney, Trust reregistration, letters of instruction, restrictions, etc.).
- Assists in client onboarding processes; includes obtaining and organizing client information and statements, pre-populating outgoing new account paperwork for client signature, monitoring account funding and transfers, answers client questions regarding paperwork.
- Consistently works to deepen existing relationships with high-net-worth investors to both enhance their client experience as well as increase share of client wallet with Calamos.
- Logs all contacts each day as they are made in the CRM system, including: inbound/outbound calls, voicemails, email, literature, conference calls, etc.
- Maintains current and detailed desktop procedures; makes recommendations for process improvements in order to create efficiencies
- Performs related duties as assigned.
Preferred Qualifications: - Bachelor's degree in business or related discipline is required.
- 5-8 years financial services industry experience in a sales/client support capacity; experience in wealth management and/or investments (asset servicing) preferred.
- Must be organized and goal-oriented. A high attention to detail is essential.
- Must display a passion for client service and drive to advocate for client needs & solutions.
- Must possess excellent communication and interpersonal skills to work with internal office staff and external clients.
- Must be a self-starter with the ability to handle many projects at one time, and flexible regarding priority shifts.
- Experience using DocuSign, CRM tools, custodian and investment related platforms; Dynamics 365, Wealthscape, Schwab Advisor Center, and Black Diamond preferred
- Must be able to diligently adhere to existing policies, processes and regulatory requirements and comfortable learning & adapting to new changes to standard operating procedures.
- Proficient and advanced skills with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote and SharePoint).
For Illinois only: The expected annual base salary range for this position is $75,000 - $100,000. The selected candidate salary is based on numerous factors such as, but not limited to work experience, relevant education, qualifications, certifications, skill level, and geographic location. This is the current estimate of the base salary range intended for this role at the time of this posting. The base salary range may be modified in the future.
Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short- and long-term disability), retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other well-being benefits.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.