Client Support Specialist

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.