Preferred Client Service Rep

This would be an excellent career opportunity for those interested in pursuing a career as a financial consultant. The Preferred Client Service Team handles accounts for current and former MMC and subsidiary company employees, as well as their friends and families. Support 401K Rollover clients with their operational and technical needs. The team also handles clients that have terminated their employment and need to transfer or distribute their accounts held under Mercer. The team has a strong focus on generating new business leads. Conduct call-out campaigns and support the Advisor Referral Program. Provide assistance to the Rollover Consultant team as necessary. Thorough knowledge of Putnam's Mutual Fund products and services required. The successful candidate will be fluid in presentation development and delivery. Series 6 & 63 preferred, but not required. Selected candidate will be required to obtain Series 7 license.* Internal Posting Deadline: Friday September 8, 2006 **
REQUIREMENTS
Please see Job Description