Strategic Staffing Solutions
Brokerage Client Assistant
Strategic Staffing Solutions, Tampa, Florida, us, 33646
Brokerage Client Assistant
Tampa FL - 100% onsite
12 months
W2 Rate - $22/hr
Requirements:2+ years of Brokerage and Client Services support experience, or equivalentHandle telephone calls/respond to inquiries and requests for researching of reports and account related issuesEstablish and maintain files to meet the firms regulatory requirementsReceive direction from supervisor and Financial Advisory functional area and escalate non-routine questionsSupport 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 tasksCreate, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationshipsInteract with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers
Job ID:
JOB-235093Publish Date:
23 Apr 2024
Tampa FL - 100% onsite
12 months
W2 Rate - $22/hr
Requirements:2+ years of Brokerage and Client Services support experience, or equivalentHandle telephone calls/respond to inquiries and requests for researching of reports and account related issuesEstablish and maintain files to meet the firms regulatory requirementsReceive direction from supervisor and Financial Advisory functional area and escalate non-routine questionsSupport 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 tasksCreate, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationshipsInteract with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers
Job ID:
JOB-235093Publish Date:
23 Apr 2024