Wf
Charlotte, North Carolina
Brokerage Client Assistant - RCAST
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Apply to Brokerage Client Assistant - RCAST at WfJob details
- Location
- Charlotte, North Carolina
- Work type
- Onsite
- Posted
- 3 days ago
- Apply on
- wf.wd1.myworkdayjobs.com
About this role
1+ year brokerage or client services support experience; perform administrative tasks, handle customer inquiries, enter approved security tickets, create reports, maintain regulatory files; intermediate Microsoft Office skills; FINRA background screening required; no visa sponsorship.
What you'll do at Wf:
- supporting advisors
- handling inquiries
- creating reports
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