Brokerage Client Assistant 2 - Contingent

Title: Brokerage Client Assistant

Location: Greensboro, NC

Additional Locations: Minneapolis, MN and Phoenix, AZ

Duration: 12 months

Work Engagement: W2

Work Schedule: 12pm - 5/6pm (Mon - Fri) in office

Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits

Summary:

In this contingent resource assignment, you may: Support Brokerage Client Support; proactively seek ways to improve processes. Perform moderately complex client support tasks. Receive direction from supervisor and escalate non-routine questions. Interact with client personnel on a range of information.

Required Qualifications

• Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.

• 2+ years of Brokerage and Client Services support experience

• A financial services background or demonstrated financial acumen, with the ability to understand investment and client-service concepts.

• Excellent organizational skills and attention to detail, with the ability to manage multiple priorities, deadlines, and client requests in a fast-paced environment.

• Experience dealing with sensitive information, discretion, and confidentiality when handling sensitive client and financial information

• Microsoft Outlook, Excel, Word, Teams, and other Microsoft 365 applications.

• Experience/knowledge of SalesForce is a plus