This position is responsible for servicing registered representatives, branch office supervisors, field staff, clients and internal staff. Calls frequently involve researching discrepancies, performing in depth research and problem solving.
Effectively and efficiently handle high call volume regarding brokerage accounts, managed accounts and account maintenance items
Respond to questions from clients, registered representatives, and home office associates
Research and resolve problems with maintenance requests, trades and commissions
Open accounts, handle maintenance items and process transfers on the brokerage and managed platforms
Perform diligent follow up to ensure accuracy of requests processed
Enter equity, mutual fund and fixed income transactions