Brokerage Client Assistant at Strategic Staffing Solutions
Tampa, FL 34769
About the Job
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
Salary
20 - 22 /hour
