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Brokerage client assistant

2 months ago

Irving, United States Randstad Full time

Randstad Strategic Accounts is looking for a business professional with a knowledge and proficiency working in the banking industry. We have a role that we are looking to fill for a contract position with a top tier bank in the financial industry. If you are interested in becoming part of a team where you can contribute to drive both personal and organizational goals, this may be the right fit for you For further information on the role, and job responsibilities, please read and apply below

salary: $26 - $31 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

Utilizes securities related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints from multiple Investment Management sources, including Adivosr Branches and clients. Under general supervision, coordinates with Investment Management contacts to develop, negotiate, and deliver verbal and written resolution to clients-including regular direct phone communications and written ad hoc correspondence. Manage, organize, and prioritize work pipeline and deliver work output within service level agreements, production standards, and quality expectations. Demonstrate high ethical standards and commitment to a positive customer experience. Learn from peers/partners and share knowledge, tactics, and solutions that leverage best practices and support efficiency.

Job Details:

  • This is a production role
  • Once training is over in a month they will be working and researching security related complaints
  • This is a client facing role, writing letters and having phone conversations with our clients
Qualifications:

  • Series 7 required - MUST BE ACTIVE (or within 2 year window so it may be re-activated quickly)
  • Must have at least 1 year of securities experience
  • Brokerage operations experience
  • Customer service experience
  • Microsoft Products
  • Excellent verbal/ written communication Skills


Skills FINRA Series 7
Qualifications Years of experience: 5 years Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

This posting is open for thirty (30) days.