Client Service Specialist - Sherman, United States - Collabera
Description
Job DescriptionJob DescriptionNote:
The position is Onsite (
No Work from Home
).
This role is Part Time (
25 hours/week
).
Position Details:
Position:
Brokerage Client Assistant (
Client Service Specialist
)
Industry:
Banking/Financial Services
Job duration: 3months (
Possible
Extension
)
Location:
Sherman, TX
Onsite
)
Work Schedule: 25 hours/week
Pay Rate:
$20/hourwithout any additional healthcareandmedical benefits
Roles and Responsibilities:
Support the Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory-approved security tickets, and various administrative tasks.
Perform moderately complex administrative and operational tasks within Brokerage Client Support functional area.
Handle telephone calls or respond to inquiries and requests for researching reports and account-related issues.
Establish and maintain files to meet the firm's 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 the Financial Advisory functional area on a wider range of inquiries or requests, as well as internal and external customers.
Company DescriptionCollabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations in the areas of Engineering, Cloud and Data/AI.
With its roots serving the engineering needs of the world's most recognized businesses in Technology, Financial Services, Telecom and Healthcare, Collabera today operates across 60 locations in 11 countries, serves 30% of the Fortune 500, and has exceeded the industry growth rate by 3-4x for several years.
Company DescriptionCollabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations in the areas of Engineering, Cloud and Data/AI.
With its roots serving the engineering needs of the world's most recognized businesses in Technology, Financial Services, Telecom and Healthcare, Collabera today operates across 60 locations in 11 countries, serves 30% of the Fortune 500, and has exceeded the industry growth rate by 3-4x for several years.
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