Analyst, Internal Sales Associate

Objective of Role:

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 employer sponsorship.

Estimated compensation for this position:

75,000.00 – 80,000.00 USD per year

This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.

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This position may require you to be fully vaccinated against COVID-19. If required, you’ll be asked to provide proof that you’re fully vaccinated upon your start date. You’re considered fully vaccinated two weeks after you receive the second dose of a two-dose vaccine series (e.g., Pfizer or Moderna) or two weeks after a single-dose vaccine (e.g., Johnson & Johnson/Janssen). Failure to provide proof of vaccination may result in termination.

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