This listing was posted on Professional Diversity Network.
Brokerage Client Assistant
Location:
Sherman, TX
Description:
Brokerage Client Assistant Sherman, TX - 100% onsite 12 months W2 Rate - $20/hr Requirements: * 2+ years of Brokerage and Client Services support experience, or equivalent* 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 customersPDN-9be77da9-b88b-4b53-874a-896d06d650d2
Company:
Strategic Staffing Solutions
Industry:
Other
Posted:
April 27 on Professional Diversity Network
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More About this Listing: Brokerage Client Assistant
Brokerage Client Assistant is a Clerical Assistant Job at Strategic Staffing Solutions located in Sherman TX. Find other listings like Brokerage Client Assistant by searching Oodle for Clerical Assistant Jobs.
Brokerage Client Assistant is a Clerical Assistant Job at Strategic Staffing Solutions located in Sherman TX. Find other listings like Brokerage Client Assistant by searching Oodle for Clerical Assistant Jobs.