Legg Mason

  • Sales Service Specialist

    Job Locations US-CT-Stamford
    Req. #
    US Sales
    Position Type
  • Position Overview

    We are seeking a Sales Service Specialist to join the Legg Mason Inbound Call Center in Stamford, CT. In this role, you'll be fielding inquiries from financial advisors and current/prospective end-clients regarding Legg Mason's comprehensive suite of investment solutions, including mutual funds, college savings accounts, separately managed accounts and online digital services. 


    If you're looking for a career where you can put your top-notch client service skills and investment knowledge to good use, look no further! 

    Key Responsibilities:

    • 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


    • 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;
    • Detail and results oriented;
    • Microsoft Word, Excel, and Outlook proficiency;
    • Must currently hold a Series 7 and Series 63 license.

    Knowledge, Skills & Abilities:

    • Great customer relationship management and servicing skills as well as internal corporate relationship management capabilities
    • Able to identify and anticipate client needs and make recommendations for implementation
    • Ability 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.
    • 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

    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.


    What’s in it for you: 

    • Competitive pay and benefits, including medical, dental, life insurance and more (learn more)
    • A culture where continuous improvement, innovation, and growth are top of mind and diversity & inclusion is paramount
    • Extensive paid time off, including 12 weeks' paid parental leave for all full-time regular employees 
    • A learning culture that promotes and supports learning and development; we also offer $8,000 per year in tuition reimbursement
    • Working alongside the industry’s best and brightest; we hire people just like you every day!
    • Company-provided Care.com membership
    • Discounts to area fitness centers, large retail chains, cell phone providers and more
    • Dress for your Day dress code -- break out your jeans and sneakers!


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