Demo

Brokerage Client Support Specialist

TalentBridge
Timonium, MD Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 5/23/2025

Are you an organized, detail-oriented professional with a background in financial services or brokerage? Do you thrive in a fast-paced environment where client experience and process improvement are key? If so, we have an exciting opportunity for you!

Position : Brokerage Client Support Specialist

  • Location : Lutherville Timonium, MD
  • Schedule : Monday – Friday 8-5pm

Why You’ll Love This Role :

As a Brokerage Client Support Specialist, you’ll play a crucial role in ensuring an exceptional client experience by handling inquiries, resolving issues, and collaborating with internal teams to provide top-tier service. This role is ideal for someone with strong administrative skills, brokerage / financial services experience, and a proactive mindset to drive process improvements.

Key Responsibilities :

  • Provide high-quality support to brokerage clients, ensuring timely and accurate resolution of inquiries.
  • Perform moderately complex administrative tasks with efficiency and precision.
  • Identify opportunities for process improvements and proactively implement solutions.
  • Escalate non-routine client issues to supervisors as needed.
  • Collaborate with internal teams to ensure smooth client service delivery.
  • Maintain accurate records and documentation of client interactions and issue resolutions.
  • What We’re Looking For :

  • 2 years of experience in brokerage, client services, or financial services support.
  • Strong administrative and organizational skills with keen attention to detail.
  • Excellent verbal and written communication skills for client interactions.
  • Ability to problem-solve, prioritize tasks, and work independently in a dynamic environment.
  • Familiarity with financial products, services, and brokerage operations is a plus!
  • This is a great opportunity to grow within a well-respected financial services team. If you’re ready to bring your expertise, professionalism, and problem-solving skills to a role where you can make an impact—apply today!

    Hiring #BrokerageSupport #FinancialServices #ClientSuccess #CareerGrowth

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