Brokerage Client Support Specialist
3 weeks ago
Job Summary: As a Brokerage Client Support Specialist, you will play a crucial role in supporting financial advisors and their clients by facilitating account-related tasks and enhancing client relationships. Your responsibilities will include providing account information, executing financial transactions, and performing administrative duties. Additionally, you will be tasked with identifying process improvements within the brokerage client support function.
Key Responsibilities:
- Assist financial advisory teams and clients by providing account information, executing approved security transactions, and handling various administrative tasks.
- Proactively identify opportunities to streamline brokerage client support processes and contribute ideas for improvement.
- Execute moderately complex administrative and operational tasks within the brokerage client support function.
- Handle incoming telephone calls, respond to inquiries, and conduct research on reports and account-related issues.
- Establish and maintain files to ensure compliance with regulatory requirements.
- Generate, maintain, and analyze reports, databases, and records to support client relationship growth.
- Receive direction from supervisors and financial advisory teams, and escalate non-routine questions as needed.
- Engage with financial advisory teams to address a wider range of inquiries and requests from both internal and external clients.
Required Qualifications:
- Minimum of 2 years of experience in brokerage and client services support, or equivalent demonstrated proficiency through work experience, training, military service, or education.
This role offers an exciting opportunity to contribute to the success of financial advisory teams and enhance client satisfaction through efficient and effective support services. If you possess the required qualifications and are eager to make a positive impact, we encourage you to apply.
#INDNTL
-
Brokerage Client Assistant
3 weeks ago
Tampa, United States Strategic Staffing Solutions Full timeBrokerage 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...
-
Client Services Associate
2 days ago
Tampa, United States Riptide Search Full timeClient is an independent wealth management firm that supports retirees and young professionals.ResponsibilitiesProvide general support to clients by answering questions and efficiently responding to their needsAnswer and direct phone callsPlan meetings, seminars and eventsAssist in the preparation of regularly scheduled monthly and quarterly reportsMaintain...
-
Client Services Associate
2 days ago
Tampa, United States Riptide Search Full timeClient is an independent wealth management firm that supports retirees and young professionals.ResponsibilitiesProvide general support to clients by answering questions and efficiently responding to their needsAnswer and direct phone callsPlan meetings, seminars and eventsAssist in the preparation of regularly scheduled monthly and quarterly reportsMaintain...
-
Support Specialist
5 days ago
Tampa, United States Freese And Nichols Full timeFreese and Nichols is seeking a Support Specialist to join our Tampa, FL office. This individual will perform a variety of general administrative and clerical functions to support the Florida Division Manager. Responsibilities include however not limited to supporting the Florida Region with tasks such as: Assisting the Florida Division Manager and...
-
Housing and Support Specialist
1 month ago
Tampa, United States Dawning Family Serivces Full time**POSITION FUNCTION/OVERVIEW**: In conjunction with the Housing and Support Supervisor, the Housing and Support Specialist will assist clients in our emergency shelter by providing support services and helping them to find permanent stable housing. Once clients are housed, the Housing and Support Specialist will continue to work with the family to ensure...
-
Client Relations Specialist
7 days ago
Tampa, United States MattLaw Full time**Benefits**: - 401(k) - 401(k) matching - Competitive salary - Health insurance - Paid time off **ABOUT US** MattLaw**®** is a team of Tampa area injury lawyers led by Matt Powell, who has protected thousands of victims and their families for over 35 years. MattLaw**®** protects the most vulnerable of our society, people who can't protect themselves,...
-
Specialist, Client Relationship Management
3 weeks ago
TAMPA, United States Otis Worldwide Corporation Full timeWould you like to join a truly international, talent driven company that values Safety, Ethics, Quality, Innovation and Employee Opportunity? Otis is growing and we are recruiting a Service Sales Specialist. The main goal of the role is to achieve sa Client Relations, Relationship, Management, Specialist, Sales Specialist, Field Technician, Manufacturing,...
-
IT Support Specialist
5 hours ago
Tampa, United States Manpower Group Inc. Full timeHillsborough County Supervisor of Elections is seeking an IT Support Specialist to join their dedicated team. As an IT Support Specialist , you will play a vital role in ensuring our electoral processes accuracy, efficiency, and integrity. The ideal candidate will be detail-oriented, have strong oral and written communication skills, and can work in a team...
-
Health Support Specialist
4 weeks ago
Tampa, United States Lighthouse Marketing Solutions Full timeLighthouse Marketing and Solutions is a trusted insurance company dedicated to providing comprehensive health insurance solutions to individuals and families. With a focus on integrity, compassion, and customer service excellence, we strive to help our clients navigate the complexities of the healthcare system with confidence. Lighthouse Marketing and...
-
Customer Support Specialist
2 weeks ago
Tampa, United States SNI Companies Full timeJob Description SNI Companies is hiring a Client Services Specialist in Tampa, Florida. Responding to inquiries and questions from agents, customers and internal departments via email and phone. Providing agents and insured customers accurate information. Researching and resolving issues. Answering calls professionally and expediently. Providing...
-
Financial Services Associate
4 weeks ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - BrokerageOnsite – Tampa, FL12-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/1/2024Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Support Financial Advisory team and their...
-
Financial Services Associate
2 weeks ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - BrokerageOnsite – Tampa, FL12-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/1/2024Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Support Financial Advisory team and their...
-
Financial Services Associate
4 weeks ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - BrokerageOnsite – Tampa, FL12-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/1/2024Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Support Financial Advisory team and their...
-
Financial Services Associate
5 days ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - Brokerage Onsite Tampa, FL 12-month Contract (W2), Weekly Pay (40 hours/week) Desired Start Date: 5/1/2024 Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components: Job Description: Support Financial Advisory team and...
-
Financial Services Associate
4 days ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - Brokerage Onsite – Tampa, FL 12-month Contract (W2), Weekly Pay (40 hours/week) Desired Start Date: 5/1/2024 You could be just the right applicant for this job Read all associated information and make sure to apply. Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services...
-
Customer Support Specialist
6 days ago
Tampa, United States Staffing Now Full timeSNI Companies is hiring a Client Services Specialist in Tampa, Florida. Responding to inquiries and questions from agents, customers and internal departments via email and phone. Providing agents and insured customers accurate information. Researching and resolving issues. Answering calls professionally and expediently. Providing administrative, general...
-
Customer Support Specialist
18 hours ago
Tampa, United States Staffing Now Full timeSNI Companies is hiring a Client Services Specialist in Tampa, Florida. Responding to inquiries and questions from agents, customers and internal departments via email and phone. Providing agents and insured customers accurate information. Researching and resolving issues. Answering calls professionally and expediently. Providing administrative, general...
-
Client Support Associate
3 weeks ago
Tampa, United States Franklin Street Properties Full timeFranklin Street is currently seeking a Client Support Associate to join our insurance team in Tampa, FL. The ideal candidate must possess 1-3 years of experience supporting a commercial insurance business with at least 1 year of experience working in Client Support, Associate, Support, Processing, Customer Service, Insurance, Business Services, Property...
-
Client Support Consultant
1 month ago
Tampa, United States Insight Global Full timeWe are hiring a perm Client Support Consultant to learn the platform and then diagnose and troubleshoot customer technical problems. The primary responsibility of a customer support consultant is to solve any technical issues a customer is having while using their new product or service. They are like technical client facing experts within the product....
-
Legal Support Specialist
4 weeks ago
Tampa, United States Murray Law Group Full timeJob DescriptionJob DescriptionMurray Law Group is seeking a legal support specialist for its Tampa office.ALL INQUIRIES WILL BE HELD IN STRICTEST CONFIDENCE Responsible for Office Management and Assisting attorneys and paralegals in a support capacity.Responsibilities* Answer incoming calls / Case Intake* Process incoming mail / outgoing mail* Assist team...