May 26, 2020 1:14 am

Cloud Storage Engineer

At PSS, our Engineers don’t just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Create new businesses, transform finance, and explore a world of opportunity at the speed of markets.

 

PSS Engineers are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. We look for creative collaborators who evolve, adapt to change and thrive in a fast-paced global environment.

 

As a Cloud Storage Engineer you will be designing and implementing the next generation storage systems for the firm’s huge private and public cloud deployments.

 

Responsibilities and qualifications

Familiar with modern infrastructure management methods, including infrastructure as code;

Over 2 years of experience with cloud storage systems for object (S3), file, and block;

Understanding of infrastructure resilience and disaster recovery;

Strong analytical, problem solving, and trouble shooting skills;

Desire to learn new technologies;

Bachelor’s Degree or equivalent.

1:13 am

Private Client Advisor

As a Private Client Advisor of PIM, you will work as a fiduciary within a dedicated PSS Private Client team to deliver a disciplined, objective, non-discretionary advisory relationship designed to help our clients reach their financial goals. In this role you will be responsible for:

 

Maintaining and growing an assigned practice of high-net worth clients with PSS business partners;

Developing, implementing and ongoing monitoring of Investment Policy Statements that outline investment goals and objectives, preferences and risk tolerance;

Constructing and delivering customized portfolio advice with specific investment recommendations through scheduled and proactive outreach to clients;

Partnering with a team of financial planners, attorneys and CPAs to offer comprehensive solutions.

 

You will provide on-going advice to clients via a phone based relationship with the opportunity to visit your assigned market and clients. PIM’s advice philosophy will enable you to leverage a vast array of products (i.e. stocks, bonds, Forex, ETF’s, separately managed accounts) as you help clients manage larger and more complex portfolios and wealth planning needs. This unique and rewarding opportunity will provide both you and your clients the ability to build goal-oriented portfolios and nurture long-term relationships.

 

You will have the tools, resources and support to succeed in a private client management environment. Specifically:

Client relationship management software to enable seamless client interactions;

Financial Planning software designed for customized client focused portfolio solutions;

Access to third party and proprietary research to support the advice recommendations;

On-going training and commitment to your professional development.

 

PIM offers a progressive benefits package along with a base plus variable bonus compensation program derived from client satisfaction, growth of the offer and client retention. In this role, we believe that the client relationship should not be compromised by commission payments that may incent product sales.

 

Skills and experience:

Five or more years in the financial services industry working directly with clients highly preferred;

Polished interpersonal, communication and presentation skills, attention to detail;

Superior relationship management and client retention experience;

Three or more years advisory experience required;

Undergraduate degree required;

CFP or CFA highly preferred.

1:10 am

Client Relationship Specialist

Building strong, personal relationships with our clients is a key component of our business strategy.

 

Our Client Relationship Specialists will pursue this mission through:

Greeting our clients and prospects as they arrive at the branch;

Delivering unparalleled value, outstanding service and providing a positive client experience;

Assisting the Branch Manager and sales staff with meeting our client’s needs.

 

We are looking for people with a passion for helping clients.

You will be responsible for:

Proactively uncovering additional business development opportunities;

Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation.

 

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.

 

 

Skills and experience:

Minimum 12 months in a client service industry;

Outstanding written and oral communication skills;

Ability to manage multiple client situations, needs and inquiries simultaneously;

Must be able to develop and maintain good cross enterprise working relationships;

Basic understanding of brokerage regulations and rules that govern client accounts;

Demonstrated experience handling client concerns and issues with tact and diplomacy;

Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.

1:07 am

Financial Service Professional

As a Financial Services Professional, you will be an ambassador of PSS helping to educate and solve problems for thousands of clients. Your career will start in an inbound contact center taking numerous calls from our retail clients (individual investors) on a variety of topics. Our goal is that you are able to achieve client loyalty based on service. Some of the unique aspects about this role and the support you receive to achieve this include non-scripted calls and a focus on providing you direct feedback and coaching. We want you to bring your personality to your calls and invest in your development to help achieve client satisfaction.

 

Throughout these conversations you will:

Educate clients: Engage clients in discussions involving market conditions, trends and providing investment education;

Be an advocate for clients: Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future;

Use investigative skills: Resolve client issues by leveraging technology and business experts within PSS to identify efficient and effective methods to meet client goals;

Be consultative: Recommend solutions, when appropriate, to clients which align to their goals and promote PSS growth.

 

 

Skills and experience:

Resilient attitude to help achieve client satisfaction in a continuous call environment;

Ability to adapt and implement changes as market and business conditions evolve;

Ability to establish trust and rapport with clients over the phone;

Robust consulting, influencing and client engagement skills;

Desire to work in a collaborative team-based culture;

A drive to constantly improve the client experience;

Bachelor’s Degree highly preferred.

May 25, 2020 9:16 pm

Brokerage Service Specialist – Institutional

As a Brokerage Service Specialist, you will be the primary point of contact for the clients of independent advisors who custody assets with PSS and provide “best in class” service. It’s this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage.

 

This is a phone-based position.

Proactively consult and educate clients of Independent Investment Advisors;

Research and respond to client issues related to online enrollment, forms, trading, tax reporting, transfers, and various other areas of product knowledge and support;

Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.

 

 

Skills and experience:

Successful completion of our Client Focus Assessment which measures potential talent and role fit;

The ability to multi-task, actively listen, assess client needs, and research information;

Positive attitude, team orientation, enthusiasm, professionalism;

Strong interpersonal, verbal, and written communication skills;

Strong work ethic with high level of integrity and ethics.