Brokerage Client Assistant

Company: Strategic Staffing Solutions
Location: Saginaw
Posted on: September 18, 2023

Job Description:

Job Title: Brokerage Client Assistant
Duration: 3 Month contract; chance to extend/convert to full time.
Location: SAGINAW, MI (ONSITE)
Pay Rate: $20/HR
Industry: Financial Industry

Required Qualifications:

--- 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.
Job Qualifications:

--- 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.

Keywords: Strategic Staffing Solutions, Saginaw , Brokerage Client Assistant, Other , Saginaw, Michigan