Brokerage Client Assistant - Tampa, United States - Strategic Staffing Solutions

Description

Brokerage Client Assistant Tampa FL - 100% onsite 12 months W2 Rate - $22/hr Requirements: 2+ years of Brokerage and Client Services support experience, or equivalent Handle telephone calls/respond to inquiries and requests for researching of reports and account related issues Establish and maintain files to meet the firms regulatory requirements Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions Support the advisor to maintain and enhance relationships with existing clients - gathering account related information, scheduling and preparing for appointments, and service needs.

Provide account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers Job ID:
JOB Publish Date: 23 Apr 2024