Legg Mason

Sales Service Specialist

Req. #
US Sales
Position Type

Position Overview

Our US Distribution group is seeking a Sales Service Specialist to join the Legg Mason Inbound Call Center in Stamford, CT to provide client service for Legg Mason’s comprehensive suite of investment solutions.


Key Responsibilities & Duties Include, but not Limited to

  • Field inquiries from financial advisors and current/prospective end-clients regarding Legg Mason's investment solutions, including mutual funds, college savings accounts, separately managed accounts and online digital services.
  • Provide information, sales and marketing support and service through in depth investment product and process knowledge.
  • Respond to shareholder inquiries.
  • Liaise with other departments within the organization as well as affiliates, custodian banks, and transfer agents relating to client inquiries and problem resolution.
  • Communicate investment themes and portfolio information to advisors in order to retain existing assets and raise new assets.
  • Manage multiple inbound/outbound client support channels (i.e. phones, email, website, faxes, etc.)
  • Attend training presentations and listen in on product and Portfolio Manager conference calls, as well as participate in weekly PM meetings.
  • Interact and refer leads to/with internal wholesalers and sales directors in order to promote sales, retain assets and to support financial advisors. Opportunity to develop industry knowledge, communication and presentation skills for advancement to a proactive sales role as
  • Assist clients with problem resolution of account opening, maintenances and other inquiries related to client onboarding and client retention.
  • Answer inquiries about online service functionalities and fee related questions



Ideal Qualifications and Experience

  • 1-3 years of financial industry experience preferred;
  • Ability to develop extensive investment knowledge and tailor message to appropriate client;
  • Bachelor's Degree or equivalent experience required;
  • Enthusiastic team player and self starter with ability to prioritize and work in a fast-paced environment;
  • Excellent communication and client service skills;
  • Strong customer relationship management and servicing skills as well as internal corporate relationship management capabilities;
  • Strong interpersonal skills;
  • Detail and results oriented;
  • Microsoft Word, Excel, and Outlook proficiency;
  • Willing to obtain Series 7 and Series 63 licenses within 90 days.


Knowledge, Skills & Abilities:

  • Strong client relationship management and servicing skills
  • Able to identify and anticipate client needs and make recommendations for implementation
  • High level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy.
  • Able to apply knowledge into practical solutions
  • Excellent oral and written communication skills.
  • Self-starter who can work well with people at all levels.
  • Able to be present in the office during regular business hours unless otherwise authorized
  • Able to work well with ever changing priorities and/or situations.
  • Able to work under pressure in a fast-paced environment that experiences a lot of change/heavy volume.
  • Able to develop strong working relationships with colleagues, teams, and clients.

Company Overview

Legg Mason is a leading global asset management firm that offers rewarding career opportunities for individuals who share our core values: integrity, collaboration, and accountability. We have a presence in every major financial center across the globe, and we look for exceptional professionals who want to shape a rewarding career through intellectual curiosity, leadership, and team-oriented approach. If you are passionate about the investment business and about building your future with one of the industry's premier firms, consider the opportunities at Legg Mason today.


Legg Mason offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k), profit-sharing, paid time off, employee stock purchase plan, tuition reimbursement, and much more.


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