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    Client Support Specialist - San Jose, United States - Strategic Staffing Solutions

    Default job background
    Banking / Loans
    Description

    Customer Support Wealth Management/Investments

    San Jose, CA 100% onsite - LOCAL APPLICANTS ONLY - NO CTC

    3 -6 months

    W2 Rate - $26/hr Start Date June 17

    Requirements:

    • 2+ years of Brokerage and Client Services support experience, or equivalent
    • Ideal candidates will have a background within wealth management, investment banking support and/or brokerage support or similar
    • 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
    • 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


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