Brokerage Service Specialist – Institutional
Job Category :
Client Service and Support
Program type :
Position Located :
As a Brokerage Service Specialist, you will be the primary point of contact for the clients of independent advisors who custody assets with PSS and provide “best in class” service. It’s this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage.
This is a phone-based position.
Proactively consult and educate clients of Independent Investment Advisors;
Research and respond to client issues related to online enrollment, forms, trading, tax reporting, transfers, and various other areas of product knowledge and support;
Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.
Skills and experience:
Successful completion of our Client Focus Assessment which measures potential talent and role fit;
The ability to multi-task, actively listen, assess client needs, and research information;
Positive attitude, team orientation, enthusiasm, professionalism;
Strong interpersonal, verbal, and written communication skills;
Strong work ethic with high level of integrity and ethics.