Client Support Specialist
$18 - $19 per hourCollabera
Client Support Specialist (Brokerage Client Assistant)
Position: Client Support Specialist (Brokerage Client Assistant)
Industry: Banking/Financial Services
Job duration: 6 months (Possible Extension/Conversion)
Location: Bee Cave, TX 78738 (Onsite - No Work from Home)
Schedule: Monday - Friday (8:30 AM - 5 PM)
Pay Range: $18-19/hour
Pay Structure: Bi-Weekly - Once every two weeks
Day-to-Day Responsibilities:
- Assist Financial Advisor(s) colleagues with service and operational-related activities, such as providing service to clients via telephone, direct interaction, and/or written correspondence.
- Facilitate Financial Advisor and client requests for account-related information and/or quotes.
- Schedule and prepare for appointments with new or prospective clients.
- Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s).
- Execute various administrative functions for the Financial Advisor(s) and Branch Management, including, but not limited to, tracking referrals, assisting with marketing-related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
- Establish and maintain filing and record-keeping necessary to support efforts to service and grow client relationships.
- Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding it to management for review when applicable.
Required Skills:
- Bachelor's Degree
- Proficiency in MS Office applications (Excel, Word, PowerPoint, Outlook)
Benefits:
- The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually as applicable.
Vacancy posted 19 hours ago
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