Customer Service Brokerage Support

Customer Service Brokerage Support focuses on assisting clients with account setup, maintenance, and updates.

What the role involves

• Assisting clients with account setup, maintenance, and updates.
• Provide clients with account updates such as trades, transfers and account adjustments.
• Monitoring client accounts to ensure compliance with regulations and company policies.
• Respond to client inquiries via phone, email, and chat.
• Provide information on financial products, services, and account status.
• Resolving client issues promptly and escalate complex cases as needed.

Skills and requirements

• Ensure a seamless experience for every client.
• Experience in a brokerage or financial services environment or a strong interest in the financial market.
• Proficiency in financial software and CRM tools, preferably Salesforce.
• Ability to contribute feedback to process improvements.

Candidate fit

• clear communication, patience, accurate records, and reliable follow-through