Brokerage Client Assistant Contract Strategic Staffing SolutionsTroy MI1 day ago
3 weeks ago
Brokerage Client Assistant
Troy, MI – 100% onsite
6+ months
W2 Rate – $24/hr
**If you are not commutable to this location, we apologize, please disregard
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 Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions 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 Job ID: JOB-235188
Publish Date: 27 Apr 2024
Tagged as: Brokerage Client Assistant
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