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Assistant Brokerage Service Representative Jobs (NOW HIRING)

Client Service Representative

South Jordan, UT · On-site

$15.25 - $20.75/hr

Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

Banking Service Representative Job Location: Columbus, OH 43219 Job Duration: 12 Months+ Extension ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

Customer Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

Customer Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

CSR/ CLIENT SERVICE REPRESENTATIVE

Minneapolis, MN · On-site

$16.75 - $22.75/hr

Position Overview This role supports Bank's Brokerage Services business by delivering exceptional ... FINRA SERIES 7 EXAM The Series 7 exam, or General Securities Representative Exam, is a credential ...

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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 Aug 14, 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:

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, 77% Full Time, 19% Part Time, and 3% 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.

Retirement Customer Service in Columbus, OH 43219

Amicis Global

Columbus, OH • On-site

$22/hr

Contractor

Re-posted 7 days ago


Job description

Title: Operations Support (Retirement Customer Service)
Location: Columbus, OH 43219
Duration: 12+ Months
Pay Rate: $22.00/- on W2
Kindly share your most updated resume.

Roles & Responsibilities:

·The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees.

·The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax.

·The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.

Primary Responsibilities:

·Establish and maintain effective relationships in order to deliver world-class service to our clients.

·Handle incoming phone calls from financial advisors and branch employees related to Retirement Services.

·Utilize various internal and external resources and tools to provide information and resolve issues.

·Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.

·Meet team and department service goals as established by Brokerage Service Network (MSSN)management.

Skills required:

·Attention to detail.

·Ability to multi-task and manage time effectively.

·Ability to establish and maintain positive client relationships.

·Ability to diagnose and solve problems creatively.

·Ability to recognize and diffuse potential issues and/or difficult interactions.

·Excellent communication (written and oral) and listening skills.

·Desire and ability to learn quickly and apply knowledge to various situations 

Education:

·Bachelor's degree or minimum 2 years of financial industry experience.

Skills desired:

·Experience related to retirement products is preferred, but not required.

·Current or past Series 7 preferred, but not required.

·Bachelor's degree preferred but not required.

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