Admin - Clerical

Brokerage Client Assistant


Strategic Staffing Solutions

Job Title: Brokerage Client Assistant

Duration: 3 Month contract; chance to extend/convert to full time.

Location: Charleston, WV (ONSITE)

Pay Rate: $20.50/HR

Industry: Financial Industry 

Required Qualifications:

  • 1-2+ 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 Qualifications:

  • 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.

Job ID: JOB-231181
Publish Date: 14 Sep 2023

Tagged as: Brokerage Client Assistant