Admin - Clerical

Brokerage Client Assistant


Strategic Staffing Solutions

Job Title: Brokerage Client Assistant (209508)

Location(s): Lake Jackson, TX (On-Site Required)

Duration: 3 Months

S3 supports and adheres to customer COVID-19 vaccination policies, which may include the disclosure of vaccination status.

This is a Contract Opportunity with our company that MUST be worked on a W2 ONLY, NO C2C eligibility for this position.

To apply: Please email your resume inWord FormattoPaola Martinez at: PMartinez@strategicstaff.comand Reference Job Order #:209508

Job Description / Duties:

  • 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.

**Notary is Preferable**

Strategic Staffing Solutions (S3) prides itself on being an international IT Staffing and Solutions Company. Over 30 years’ experience recruiting and managing exceptional IT and Business consultants for customers in the Financial, Energy, Public Sector and Retail Distribution industries. A privately held, financially strong, woman-owned company, S3 is a full-service IT firm, with 24 major market locations in the U.S!

Job ID: JOB-209508
Publish Date: 21 Nov 2022

Tagged as: Brokerage Client Assistant