Broker Dealer Operations Sales Support Analyst II
About the role
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
The Broker Dealer Sales Support Department functions as the main inbound call and service center for the broker-dealer. It provides assistance to Registered Representatives and clients with securities account support through both phone and email channels. The department's primary responsibilities include servicing brokerage accounts and overseeing trading activities. This role offers both pre-sale and post-sale support to PFRs via telephone, addressing inquiries and processing requests related to securities accounts, as well as executing securities trades. Additionally, the position acts as a liaison between the broker-dealer clearing firm and various product providers.
Responsibilities
- Handle pre- and post-sale calls and requests from customers and PFRs on all direct mutual fund, annuity, variable life insurance accounts, as well as managed and brokerage accounts held at our clearing firm
- Place trades on mutual funds, equities, Exchange Traded Funds, Unit Investment Trusts, and Fixed Income securities for customers and PFRs – requiring detailed knowledge and understanding of all of the NFS trading platforms, the financial market, how to obtain quotes, securities pricing, and various types of trade orders and risks with each
- Serve as liaison between PFR and clearing firm working directly