Business Development Associate - Institutional Channel
Company:
Barclays Global Investors (US)
Location:
USA-CA-San Francisco
Remuneration:
Market Rate
Position Type:
Employee
Employment type:
Full time
Updated:
23 Jul 2008
eFC Ref no:
448923
We are seeking high energy, self-motivated Business Development Associates (BDA) to build and grow client relationships with institutional clients as a key member of a Business Development Team within the Institutional channel of the US-Intermediary Investor Business (IIB) group.
Job Responsibilities
Maintain intensive and extensive telephone and written contacts with current clients. Contacts include consultants, plan sponsors and insurance companies.
Assist with penetrating existing client base looking for new business opportunities.
Field, respond and accommodate day-to-day client requests regarding procedures, funding activities, billing issues, contractual issues and new assets.
Prospect for new accounts.
Assist Business Development Officers in developing consultative relationships with current clients.
Attend client meetings as required.
Coordinate and structure presentation materials for client meetings.
Expand knowledge of products, services and sales techniques to provide consistently improved assistance especially gain iShares knowledge.
Oversee client contact via CRM.
Qualifications
BA/BS in Economics, Finance and Accounting degrees strongly preferred.
3+ years of directly related experience.
FINRA Series 7, and 63 licenses required.
Strong analytical ability, maturity and judgment in dealing with institutional clients.
High energy, motivated individual.
Commitment to excellence.
Exceptional verbal and written communication skills.
Ability to work in a team environment.
Solid knowledge of Microsoft Word, Excel, Outlook, PowerPoint and web-based technology.
