Job Title: Brokerage Clients Associate
Department: Brokerage Services
Location: 437 Madison Ave, New York, NY 10022
Position Type: Full-time, Monday to Friday
ABOUT THE COMPANY:
US Tiger Securities (USTS) is a New York based full-service brokerage firm. USTS is dedicated to providing excellent and professional investment opportunities to both retail and institutional clients. USTS is the US subsidiary of NASDAQ listed firm, UP Fintech Holdings (TIGR).
Job Summary:
Brokerage Professional Client Associate will be reporting to the Brokerage Services & Product Department of USTS. This role will be focusing on servicing both institutional and retail clients regarding investment, trading, and assets movement. Additionally, this role will be interacting and collaborating with our product management team for product optimization and automation projects, acting as a key component for the analysis of end-users' experiences
Responsibilities:
· Develop strong relationships with clients and have a deep understanding of their business’s needs, challenges, and goals.
· Maintain existing client relationships through processing client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
· Onboard new client accounts, which includes the collection of required documentation and client information.
· Follow through the entire inquiry process to a permanent resolution to ensure customer satisfaction.
· Prepare client experience feedback reports for ad hoc projects and product optimization.
· Provide professional assistance for clients’ onboarding, assets transfer, and securities trading related inquiries via phone, live chat, and email.
· Actively engage in available training and education programs to stay informed and up to date on policies, procedures, and risk awareness.
· Conduct in-depth research and analysis via phone and/or email for solutions to client inquiries that are unable to be resolved immediately.
· Both independently and as a team identify issues that affect clients' experience, and work on solving those issues.
· Perform periodic record keeping, reports filing, and other tasks as assigned.
Education Requirements:
· Associate or Bachelor’s degree.
· Business related majors are preferred.
Skills Requirements:
· Obtain FINRA Series 7 & Series 63 within 60 days after enrollment.
· Excellent verbal communication skills in English, as well as in Mandarin or Cantonese.
· Excellent task-management, analytical, and organizational skills.
· Good interpersonal skills
· Must be proactive, self-motivated, detail-oriented, and client service oriented.
· Must possess critical thinking and problem-solving skills.
· Ability to take ownership of client issues and follow up appropriately.
· Experience with Microsoft Office products (Excel, PowerPoint, Word).
Pay: $60,000.00 - $80,000.00 per year
Benefits:
Compensation Package:
Language:
Ability to Commute:
...Job Description Job Description Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Remote Licensed Insurance - State Farm Experienced. We seek an licensed energetic professional interested in helping our business...
...General information Job Title Airport Ramp Agent FT (Delta) - ORF Date Monday, May 19, 2025 Entity... ...City Norfolk Base Pay Rate: $ 15.15 Full/Part Time Full Time Exempt or Non-Exempt Position Non-Exempt...
...Summary The Senior Security Analyst role is a vital position within our organization's cybersecurity team. This role is responsible for safeguarding our digital assets and ensuring the confidentiality, integrity, and availability of our information systems. The Senior...
...discounts Flexible schedule Opportunity for advancement Training & development Free uniforms Company Overview i9 Sports... ...the way youth sports should be. As a Sports Instructor and Athlete Development with i9 Sports, youll play a key role on the field...
...both your technical skills and your creative vision. Use " Designer - Menlo Park" in the subject line. In your email, describe one... ...you. IMPORTANT (PLEASE READ) High end residential interior design experience in the US is required to apply. We are accepting...