Banking

Brokerage Client Assistant

Contract

Strategic Staffing Solutions

Brokerage Client Assistant

Tampa FL – 100% onsite

12 months

W2 Rate – $22/hr

Requirements:

  • 2+ years of Brokerage and Client Services support experience, or equivalent
  • Handle telephone calls/respond to inquiries and requests for researching of reports and account related issues
  • Establish and maintain files to meet the firms regulatory requirements
  • Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions
  • Support the advisor to maintain and enhance relationships with existing clients – gathering account related information, scheduling and preparing for appointments, and service needs.
  • Provide account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks
  • Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships
  • Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers

 

Job ID: JOB-235093
Publish Date: 23 Apr 2024

Tagged as: Brokerage Client Assistant