Service Center Consultant
Consultant (Current Employee) – Fort Wayne, IN – July 14, 2016
A typical day at my job,is taking calls to help Registered Representatives, Assistant, and clients with their brokerage accounts and securities. I assist with cashiering, paperwork requirements, securities inquires ,and the suitability requirements for setting up and maintaining brokerage accounts.
I work very close with my co-workers to communicate any knowledge that i have obtained to more efficiently perform our job requirements. Working together as a team is imperative in the resolution of job related issues that may arise.
Most of the day is enjoyable, i enjoy problem solving and the research that are a part of the job.The hardest part of my job is taking calls from agents and customers who are very upset with requirements of the broker dealer and/or the service they have received.