Brokerage Service Specialist



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Branch Information

Manpower CORE 100 Manpower Place , WI - 53212 Phone : 414-982-1960



Job Description

Job Title: Brokerage Services Specialist

Rate: $21/HR

Term: 2 Months

Job Summary:

Responsible for supporting and assisting in the coordinated delivery of a broad range of financial products and services (financial plans, investment and trust management) to a challenging and sensitive portfolio of affluent clients. This role may support a number of roles including Advisor, Planner, Director, and Lending Officer in maintaining and developing proactive advisory relationships with a portfolio of clients and prospects.

Essential Duties and Responsibilities:

1. Proactively support the development of the portfolio of clients and sales efforts by scheduling appointments, making telephone calls, and preparing appropriate material for client meetings.

2. Maintain positive working relationships with various departments and individuals who are designated to support Wealth client service efforts (Wealth Solution Center, Wealth Lending, Brokerage, Trust and Fiduciary services, insurance services, etc.). Be an effective advocate for Wealth clients with other business units.

3. Conduct effective and efficient meetings with Lenders, Planners, Advisors, and Directors to determine appropriate prioritization of weekly calling activity.

4. Work in partnership with the Wealth Solution Center to ensure appropriate responses to clients concerns and/or problems.

5. Coordinate the proper on-boarding experience for all new client relationships to assigned Advisors/Lenders.

6. Use various systems to help Advisors prioritize activities and data mine to identify areas of opportunity.

7. Assist supported staff with other administrative functions with prioritization towards those actions that enable quality client interaction

Required Skills and Competencies:

1. Associate's degree or equivalent education and related training

2.Three years of banking, investment or financial planning related client service experience

3. Basic knowledge of financial planning and investment concepts, credit documentation, and deposit products

4. Excellent interpersonal and relationship management skills

5. Excellent verbal and written communication skills

6. Exemplary customer service and professional etiquette skills capable of building rapport, credibility in person and trust over the telephone

7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Desired Skills:

1. Degree with a concentration in business, accounting, finance or banking

2. Series 6 Series 7 or Series 24 Licensed

3. Call Center Experienced