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.


  • 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 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...


  • Tampa, United States Calculated Hire Full time

    Financial 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...


  • 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...

  • Financial Advisor

    2 weeks ago


    Tampa, United States OMNI Financial Services Full time

    (Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct information.Who We Are:Omni Financial Services is an...

  • Financial Advisor

    2 weeks ago


    Tampa, United States OMNI Financial Services Full time

    (Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct information.Who We Are:Omni Financial Services is an...

  • Financial Advisor

    2 weeks ago


    Tampa, United States OMNI Financial Services (CO) Full time

    (Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct information. Who We Are: Omni Financial Services is an...


  • Tampa, United States Creative Financial Staffing Full time

    Senior Financial Analyst Overview: Our client is a publicly traded, provider of diverse healthcare services and solutions for community hospitals, clinics, and post-acute care facilities is seeking a Senior Financial Analyst who will act as a Business Partner and will be at the forefront of the companys financial strategy and decision-making process. Work...


  • Tampa, United States Amscot Full time

    Career Description We are hiring for full-time candidates with fast food, restaurant, and retail or hospitality experience! This is a great opportunity for a career in financial services and chance to rise to a high level management position quickly with hands on, in depth training provided to you with support from our experienced leaders. Start...

  • Marketing Associate

    5 hours ago


    Tampa, United States Kopernik Global Investors, LLC Full time

    Kopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist.  Summary:The position is based in Tampa, Florida, and...


  • Tampa, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Tampa, United States Cary Street Partners Full time

    Client Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...


  • Tampa, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa who is an independent firm that manages over 240 million in client assets is seeking an exceptionally sharp, motivated, and detail-oriented Client Associate to join their team. Job Summary:...


  • Tampa, United States Talentwealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa who is an independent firm that manages over 240 million in client assets is seeking an exceptionally sharp, motivated, and detail-oriented Client Associate to join their team. Job Summary: ...


  • Tampa, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa who is an independent firm that manages over 240 million in client assets is seeking an exceptionally sharp, motivated, and detail-oriented Client Associate to join their team. Job Summary:Under...


  • Tampa, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa who is an independent firm that manages over 240 million in client assets is seeking an exceptionally sharp, motivated, and detail-oriented Client Associate to join their team. Job Summary:Under...


  • Tampa, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa who is an independent firm that manages over 240 million in client assets is seeking an exceptionally sharp, motivated, and detail-oriented Client Associate to join their team. Job Summary:Under...


  • Tampa, United States Blackstone Medical Services Full time

    Job DescriptionJob Description Tipnes Enterprises is a highly diversified and dynamic organization that operates across multiple industries, with a strong commitment to innovation and excellence. Our portfolio encompasses a wide range of businesses, from technology and manufacturing to finance and healthcare. As we continue to expand and evolve, we are...


  • Tampa, Florida, United States Willis Towers Watson Full time

    Job DescriptionCandidates from the following locations will be considered:Arlington, VA, Atlanta, GA, Charlotte, NC, Glen Allen, VA, Hunt Valley, MD, Nashville, TN, Potomac, MDAs a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to...


  • Tampa, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Tampa, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you...


  • Tampa, Florida, United States Willis Towers Watson Full time

    Job DescriptionAs a Healthcare Financial/Actuarial Associate Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will lead clients' financial/actuarial engagements for a portfolio of clients and/or significantly contribute to complex clients across the full spectrum of employer health and group benefit...