- 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.
salary: $18 - $21.54 per hour
work hours: 8 AM - 5 PM
- 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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