rfp-brokerage client assistant.

Randstad Strategic Accounts is looking for a business professional with a knowledge and proficiency working in the banking industry. We have a role that we are looking to fill for a contract position with a top tier bank in the financial industry. If you are interested in becoming part of a team where you can contribute to drive both personal and organizational goals, this may be the right fit for you! For further information on the role, and job responsibilities, please read and apply below!

salary: $20 - $23.6 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

• 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.

Skills

Brokerage

Series 7

Investments

Qualifications

Years of experience: 2 years

Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.