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Client Administrator

Company: Collabera
Location: Omaha
Posted on: June 24, 2022

Job Description:

From Collabera: Excellent Job Opportunity for -Brokerage Client AssistantIndustry:BankingPosition: Brokerage Client AssistantLocation: Omaha, NE -Duration: 6 MonthsIf you are interested to more about the position you can directly call at - -(949) 379-8815 - or email at ravindra.bhagat@collabera.comResponsibilities:

  • Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks.
  • Identify ways to improve Brokerage Client Support processes and offer Brokerage Client Support work group ideas.
  • Perform moderately complex administrative and operational tasks within Brokerage Client Support functional area.
  • Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues. -
  • Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships. -
    dataentry,brokerage,client service,admin,administrative,brokerage clerical,filing,excel

Keywords: Collabera, Omaha , Client Administrator, Other , Omaha, Nebraska

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