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Company Name : Talent Search PRO
Location : Anchorage, AK
Position : Brokerage Client Associate
Job Description : In this role, you will:
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
Required Qualifications:
2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Brokerage industry experience
Financial services industry experience
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Experience interacting directly with customers
Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
Ability to work effectively, as well as independently, in a team environment
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Knowledge and understanding of brokerage or administrative support
This post is listed Under Alaska jobs
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