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Brokerage Client Assistant - 1

Company: AppleOne
Location: Albuquerque
Posted on: May 14, 2022

Job Description:

SEEKING A BROKERAGE CLIENT ASSISTANT THAT IS LOOKING FOR A CAREER PATH WITH A GLOBAL FINANCIAL INSTITUTION:Will be responsible for: 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.2+ years of Brokerage and Client Services experience.Great benefits. Apply for this great position as a brokerage client assistant today!AppleOne is proud to be an Equal Opportunity Employer. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.0-1 years

Keywords: AppleOne, Albuquerque , Brokerage Client Assistant - 1, Other , Albuquerque, New Mexico

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