Brokerage Client Assistant at Strategic Staffing Solutions
San Jose, CA
About the Job
Client Services Representative
San Jose, CA– 100% onsite
3 -6 months
W2 Rate - $26/hr – Start Date – June 17
Requirements:
• 2+ years of Brokerage and Client Services support experience, or administrative support within banking/financial or credit card
• Ideal candidates will have a background within wealth management, investment banking support and/or brokerage support – those with administrative support within financial environments are also a good fit
• 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 on wider range of inquiries or requests, as well as engage with internal and external customers
Salary
26 - 26 /hour
