Client Support Specialist

4 weeks ago


San Jose, United States Strategic Staffing Solutions Full time

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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