PenderFund Capital Management
Supportive Business Development Associate in Investment Sales
Job Description
Join a motivated Sales Team as a Business Development Associate and contribute meaningfully from day one. This role is ideal for those who are eager to engage in client-focused activities.
As a key support figure, you'll assist territory wholesalers by organizing logistics for various client interactions. Your focus will be on accuracy and efficiency, contributing to the preparation of sales reports and ensuring seamless operations across the team. Enthusiasm and excellent communication skills are essential in this collaborative environment.
Key Responsibilities:
• Coordinate logistics for client meetings and presentations
• Maintain comprehensive client records in the CRM
• Prepare daily sales and expense reports
• Facilitate recognition and sponsorship activities
• Serve as a contact point for inquiries from clients
Requirements:
• Undergraduate degree in business or finance-related field
• Strong verbal...
As a key support figure, you'll assist territory wholesalers by organizing logistics for various client interactions. Your focus will be on accuracy and efficiency, contributing to the preparation of sales reports and ensuring seamless operations across the team. Enthusiasm and excellent communication skills are essential in this collaborative environment.
Key Responsibilities:
• Coordinate logistics for client meetings and presentations
• Maintain comprehensive client records in the CRM
• Prepare daily sales and expense reports
• Facilitate recognition and sponsorship activities
• Serve as a contact point for inquiries from clients
Requirements:
• Undergraduate degree in business or finance-related field
• Strong verbal...