Brokerage Service Professional II
Core
First point of contact for advisors and clients to resolve routine service issues, wire transactions, and account information requests via phone and internal systems.
Role type
Brokerage service professional (operations support)
Builds
Operational support for brokerage accounts and wire transactions
Domain
Financial services / Brokerage operations
Deliverable
client delivery
Required skills
Customer service, problem-solving, research, communication, multi-priority management
Preferred skills
Associate or Bachelor's Degree
Technologies
Internal brokerage and account management systems
Responsibilities
Respond to service requests and troubleshoot wire transaction issues; Research and resolve account information queries; Educate advisors on new services and policies; Collaborate with internal partners to resolve outstanding questions
Seniority
Entry-level, individual contributor