Financial Services Associate

4 weeks ago

Tampa, United States Calculated Hire Full time

Financial 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 their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks.
  • Identify ways to improve Brokerage Client Support processes and offer Brokerage Client Support work group ideas.
  • Perform moderately complex administrative and operational tasks within Brokerage Client Support functional area.
  • Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues.
  • Establish and maintain files to meet the firms regulatory requirements.
  • Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships.
  • Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions.
  • Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers.

Qualifications:

  • 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.

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