Customer Service Brokerage Assistant

4 weeks ago


San Jose CA, United States Strategic Staffing Solutions Full time

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



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