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Brokerage Service Professional II
Job Description Serve as first point of contact for advisors, clients, and relationship partners for routine service issues, requests, policies, procedures, and account information, specific to wires. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone or notify appropriate service partners. Respond to basic inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment. Responsibilities Serve as the first point of contact for advisors needing service and operational support within a brokerage account for wires. This includes responding to service requests,


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