Brokerage Client Service Associate - Columbus or Atlanta, Georgia
About this role
Job title: Brokerage Client Service Associate - Columbus or Atlanta, Georgia
About the Role This is an in-office Brokerage Client Service Associate role located in Columbus or Atlanta, Georgia. The position provides servicing and support to Financial Advisors, including administrative and operational support, business development assistance, and high-quality client service when the Financial Advisor is unavailable.
What You'll Do
- Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
- Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.
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