Brokerage Client Assistant 2 - Contingent
TEKsystems•Southington, CT
11d•$20 - $24•Onsite
About The Position
Are you detail-oriented and passionate about financial services? We’re looking for a Brokerage Client Assistant to support our brokerage operations. If you thrive in a fast-paced environment and have a keen eye for accuracy, this is your chance to make an impact!
Requirements
- Financial services experience (brokerage preferred).
- Strong attention to detail and organizational skills.
- Ability to manage multiple tasks and meet deadlines.
Nice To Haves
- Familiarity with brokerage platforms and compliance requirements.
- Good communication skills for client interaction.
Responsibilities
- Process and manage brokerage-related documentation with precision.
- Maintain accurate client account records and ensure compliance with regulations.
- Perform data entry and document verification tasks.
- Respond to client inquiries and provide timely follow-up.
- Collaborate with internal teams to ensure smooth operations.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
