Client Support Specialist
4 weeks ago
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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