salary: $22.87 - $22.87 per hour
work hours: 8 AM - 5 PM
education: No Degree Required
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.
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