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. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

If you believe you need a reasonable accommodation due to a disability or health condition in order to search for a job opening or to apply for a position, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

#8824

High School

0-1 years

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