Broker Associate

Industry

Call Center and Customer Service

Advert ID

USA_457765

Location

Atlanta

Job Type

Contract

Hours

Full-Time

Salary Range

USD16-19/hr

No. of Openings

1

Branch Information

Manpower CORE 100 Manpower Place , WI 53212

Branch Phone Number

414-982-1960

Job Description

Responsible for supporting our financial advisors and their clients by answering inbound calls related to brokerage operation questions, and

explaining policies and procedures set forth by the broker dealer. Topics of requests may include commissions, account establishment,

maintenance, advisory business, cash management, transfers and retirement accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Receive inbound calls from Advisors and clients who have service related issues.

* Create a strong working relationship with Advisors and their assistants.

* Educates advisors where to find online information.

* Process incoming on line requests from Advisors and resolve requests in a timely manner.

* Log transactions into CRM system to document inbound calls

* Work with peers and management to resolve issues.

* Pay close attention to detail, process work accurately.

* Exercising the appropriate judgment when escalated issues may require a supervisor or manager.

* Ability to communicate with other business units within the Advisor Group to resolve advisors concerns and issues.

* Analyze problems and follow through to resolution.

* Works collaboratively with other business units to assure satisfaction of the needs of our advisors.

* Meet quality and production goals.

* Strong interaction with clearing firm and external vendors on routine brokerage account platform questions.

* Assist with other projects as needed.

* Provide peer to peer training.

* Keeping up to date on changes to industry and business processes.

Additional Job Description EDUCATION and/or EXPERIENCE

* One to two years experience in Advisor Group Broker Dealer call center or other related areas of the firm

* Three to five years related brokerage experience.

* Two to three years call center/customer service experience

* Personal relationship management

* Proficient with, windows Microsoft Excel, Word, Outlook and Internet

LICENSES and CERTIFICATIONS

Series 7 license preferred.