Brokerage Client Assistant

Brokerage Client Assistant Sherman, TX – 100% onsite 12 months W2 Rate - $20/hr Requirements: • 2+ years of Brokerage and Client Services support experience, or equivalent • Handle telephone calls/respond to inquiries and requests for researching of reports and account related issues • Establish and maintain files to meet the firms regulatory requirements • Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions • Support the advisor to maintain and enhance relationships with existing clients - gathering account related information, scheduling and preparing for appointments, and service needs. • Provide account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks • Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships • Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers