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CG EPS Data Analyst & Retirement Associate

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USI Securities, Inc., a broker dealer in Glastonbury, CT is seeking an entry level Associate.

General Description:  The ideal candidate would have some experience working for a financial institution. This is a critical position within the organization as the incumbent will be acting on behalf of the firm in their dealings with peers, sales and service personnel, company management, affiliated organizations, and vendor partners.

Primary responsibilities:

Research existing USI retail client database to uncover possible retirement plan opportunities

Cross-reference viable opportunities with various different public databases to obtain additional specific information about possible prospects

Analyze USI Retail CRM database to obtain additional information about opportunities

Work with Producers to finalize data requested on opportunities

Work with Producers & Account Managers to service retirement plan client requests

Ability to multi-task multiple priorities necessary

Attention to detail and ability to provide excellent customer service to clients, outside vendors, Producers & Account Managers in a timely and professional manner

Assist with special projects as assigned

Experience, education and skills:

Bachelor’s or Associates Degree in Mathematics, Business, Finance or Accounting preferred

Strong computer skills-solid knowledge of Windows environment, including Word & Excel

Excellent mathematical aptitude.  Detailed and organized.  Able to multi-task.

Ability to meet all client deliverables requiring extended working hours during peak work periods 


Job ID:

18518

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