Broker Assistant

Responsibilities

• Daily customer interactions regarding order placement, execution, and fills
• Assists with answering phones, filling order tickets, and checking daily trades and afternoon prelims
• Filing duties
• Maintains a high level of customer service for both internal and external clients
• Handles client requests through responsiveness, follow-up, and escalation to a more senior team member if necessary
• Works proactively with other team members
• Maintains prompt and regular attendance

Qualifications

• Strong interpersonal skills, able to work with a variety of people comfortably and pleasantly
• Strong customer service skills
• Ability to make sound decisions on client issues and problems, including when to escalate to a more senior consultant
• Exceptional written and oral communication skills
• Excellent organizational and planning skills
• Ability to learn and acquire new knowledge and skills effectively
• Ability to share knowledge and work in a strong, team-oriented environment
• Strong work ethic and attention to detail
• Proficient in Excel, Outlook, and AI software