Admin - Clerical

Brokerage Client Assistant


Strategic Staffing Solutions

Brokerage Client Assistant 

3+ Month Contract with chance of converting to a full-time employee. 

Grand Rapids, MI 

Schedule: Monday – Friday 

Pay Rate:

Note: reliable candidates who wants to grow their career in a financial industry. 

Job Summary

  • Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks.
  • Identify ways to improve Brokerage Client Support processes and offer Brokerage Client Support work group ideas.
  • Perform moderately complex administrative and operational tasks within Brokerage Client Support functional area.
  • Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues.
  • Establish and maintain files to meet the firms regulatory requirements.
  • Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships.
  • Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions.
  • Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers.

Required Qualifications:

  • 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.

Job ID: JOB-221090
Publish Date: 17 Mar 2023

Tagged as: Brokerage Client Assistant