salary: $25.16 - $25.16 per hour
work hours: 8 AM - 4 PM
education: High` School
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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Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.
We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.