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Assistant Brokerage Service Representative Jobs (NOW HIRING)

Elevance Health

Broker Service Representative

Tampa, FL · On-site

$15 - $20.50/hr

Broker Service Representative Broker Service Representative Shift: Monday-Friday Location: Virtual: This role enables associates to work virtually full-time, except for required in-person training ...

Elevance Health

Broker Service Representative

Tampa, FL · On-site

$15 - $20.50/hr

Broker Service Representative Broker Service Representative Shift: Monday-Friday Location: Virtual: This role enables associates to work virtually full-time, except for required in-person training ...

Elevance Health

Broker Service Representative

Lake Mary, FL · On-site

$14 - $19/hr

Broker Service Representative Broker Service Representative Shift: Monday-Friday Location: Virtual: This role enables associates to work virtually full-time, except for required in-person training ...

Elevance Health

Broker Service Representative

Miami, FL · On-site

$15.25 - $20.75/hr

Broker Service Representative Broker Service Representative Shift: Monday-Friday Location: Virtual: This role enables associates to work virtually full-time, except for required in-person training ...

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Assistant Brokerage Service Representative information

See salary details

$17.5K

$46.6K

$68K

How much do assistant brokerage service representative jobs pay per year?

As of Sep 4, 2026, the average yearly pay for assistant brokerage service representative in the United States is $46,554.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,000.00 and $57,000.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Brokerage Service Representative vs Customer Service Associate?

AspectAssistant Brokerage Service RepresentativeCustomer Service Associate
Required CredentialsHigh school diploma; FINRA licenses often preferredHigh school diploma or equivalent; customer service experience
Work EnvironmentFinancial firms, brokerage firms, investment companiesRetail stores, call centers, service centers
Employer & Industry UsageFinancial industry, brokerage firmsVarious industries including retail and service sectors
Common Search & Comparison IntentUnderstanding roles in finance, brokerage supportCustomer support roles, service positions

The Assistant Brokerage Service Representative primarily works within financial firms supporting brokerage operations, often requiring FINRA licenses. In contrast, a Customer Service Associate typically works in retail or service environments focusing on customer support. While both roles involve client interaction, the brokerage role emphasizes financial knowledge and compliance, whereas the customer service role centers on general customer assistance.

What cities are hiring for Assistant Brokerage Service Representative jobs?

Cities with the most Assistant Brokerage Service Representative job openings:

What are the most commonly searched types of Brokerage Service Representative jobs?

The most popular types of Brokerage Service Representative jobs are:

What states have the most Assistant Brokerage Service Representative jobs?

States with the most job openings for Assistant Brokerage Service Representative jobs include:

Assistant Brokerage Service Representative jobs near you
Infographic showing various Assistant Brokerage Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $46,554 per year, or $22.4 per hour.

Administrative Assistant - Brokerage

Mayo Employees Federal Credit Union

Rochester, MN • On-site

$23 - $25/hr

Full-time

Posted 17 days ago

Job description

Mayo Employees Federal Credit Union (MEFCU) is looking for someone who has a heart for providing exceptional member service, a knack for detail orientation, and an ability to juggle multiple tasks simultaneously to join our team as an Administrative Assistant - Brokerage!
Who We Are:
Mayo Employees Federal Credit Union provides competitive products and world-class service to Mayo Clinic employees and their families in reaching their financial goals. Our strong mission of caring for our members drives what we do every single day. Mayo Employees Federal Credit Union has been awarded multiple top honors through Rochester Post Bulletin's annual "Best of the Best" Awards including "Best Credit Union" for six years in a row as well as "Best Place to Work" in 2025.
Position Information
Days of Work: Monday - Friday 8 AM - 5 PM
Starting salary range: $23 - $25 per hour based on experience
Location: Rochester, MN
FLSA Status: Nonexempt
Schedule: Full time
Hours/Pay Period: 80
Remote Worker: No - This position requires the candidate to report in-person to an office daily in Rochester, MN.
Job Summary
The Administrative Assistant-Brokerage exhibits professional office expertise and proficient organizational skills to support investment staff. They perform duties independently and initiate judgment with member questions, phone calls and scheduling of appointments. Administrative Assistants - Brokerage perform a variety of clerical duties in support of member investment activities such as data input, filing, preparation of reports, charts and spreadsheets.
Duties and Responsibilities
Practices effective communication and office skills:
  • Demonstrates a commitment to quality and excellence in service.
  • Provides member service via phone, electronically and in person.
  • Schedules appointments for new and existing members.
  • Maintains filing system for prospective and existing members.
  • Files hard copy and electronic materials systematically and timely while following retention period guidelines.
  • Processes member service requests such as address changes, requests for statements, etc.

Initiates and/or assists with a wide variety of insurance sales tasks and projects:
  • Monitors and tracks client referrals and sales results.
  • Submits and maintains records of completed insurance applications and securities business.
  • Utilizes software to generate illustrations on performance of insurance or investment products.
  • Facilitates data entry for the financial plan client reviews.
  • Processes online entry of orders and checks.
  • Sorts, prioritizes and processes incoming mail, fax material, computer printouts according to procedure.
  • Identifies inefficiencies and makes suggestions to solve or enhance the quality of the finished product.

Requirements
Education and Experience Requirements
High school diploma or equivalent AND two years of administrative assistant experience.
Current MEFCU employees meeting performance standards may also be considered in lieu of experience.
Licensure/Certification:
  • Securities Licensure, or willingness to obtain within two years of employment.
  • MN State Insurance License, or willingness to obtain within two years of employment.

Knowledge, Skills, and Abilities
Employees in this position are expected to possess and demonstrate the following knowledge, skills, and abilities throughout their employment:
Knowledge of : English grammar, punctuation and sentence structure; computers and technical office equipment; phone systems
Skill in : strong organizational skills; superior clerical aptitude; excellent written and verbal communication skills; attention to detail and be a highly accurate professional; effective and appropriate decision making.
Ability to : maintain strict confidentiality; prioritize tasks; work independently and as part of a team; to build rapport with others at all levels of responsibility; be adaptable and flexible in a changing work environment
Physical and Environmental Criteria
This physical effort required to perform this position is best described as: Sedentary - Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. The majority of this position involves computer work, which requires fine dexterity in the continuous movement of the wrist and fingers.
Sensory requirements necessary in the performance of the essential functions of this position include: sight, hearing, touch.
Environmental conditions that may exist in the performance of the essential functions of this job include: None.

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