BROKERAGE ASSOCIATE RESUME EXAMPLE

Updated: July 22, 2024 - The Brokerage Associate facilitates financial transactions by providing support to brokers and clients, managing administrative tasks, and ensuring smooth communication between parties. They analyze market trends, prepare reports, and assist in client meetings to facilitate informed investment decisions. With a keen eye for detail and strong interpersonal skills, Brokerage Associates play a pivotal role in maintaining client satisfaction and driving business growth within the brokerage firm.

Tips for Brokerage Associate Skills and Responsibilities on a Resume

1. Brokerage Associate Resume Format

Job Summary: 

  • Educate and guide the associate on all processes and encourage the associate 
  • Use talents to improve all aspects of the operation. 
  • Integrate the associate with many in-house JLL specialists and support resources.
  • Creating and modifying client deliverables including property availability surveys, proposals, spreadsheets, financial models, market research, etc.
  • Monitoring market activity and understanding real-time market conditions.
  • Working alongside current Project Coordinator to ensure all operational and business activities are on time & completed.
  • Coordinating business with other brokerage teams within JLL locally and nationally, as well as communicating on outside broker inquiries.
  • Researching prospect companies and executives & working with brokers to contact and track prospects.


Skills on Resume:

  • Training Expertise (Soft Skills)
  • Strategic Improvement (Hard Skills)
  • Collaborative Networking (Soft Skills)
  • Document Management (Hard Skills)
  • Market Analysis (Hard Skills)
  • Operational Coordination (Soft Skills)
  • Interdepartmental Communication (Soft Skills)
  • Prospect Research (Hard Skills)

2. Brokerage Associate Resume Model

Job Summary: 

  • Assist financial advisors and financial consultants by providing sales and servicing support
  • Proactively seek ways to improve administrative and operational processes, and offer ideas for own work group
  • Perform moderately complex administrative tasks, handle telephone calls, and other inquiries for research reports as well as resolve account issues
  • Establish and maintain files to meet regulatory requirements
  • Create and produce reports as well as databases while establishing and maintaining files and record to support sales efforts
  • Receive direction from supervisors and escalate non-routine questions to more experienced roles
  • Interact with immediate Brokerage Client Support team and functional area on wide range of information, as well as internal and external customers
  • Ensure the product investment is clearly aligned with commercial business objectives
  • Display efficient work style with attention to detail, organization, and strong sense of urgency.


Skills on Resume:

  • Sales Support (Hard Skills)
  • Process Enhancement (Soft Skills)
  • Administrative Duties (Hard Skills)
  • Regulatory Compliance (Hard Skills)
  • Reporting & Database Management (Hard Skills)
  • Problem Escalation (Soft Skills)
  • Communication Liaison (Soft Skills)
  • Business Alignment (Soft Skills)

3. Brokerage Associate Resume PDF Editor

Job Summary: 

  • Lead the efforts to define product specifications based on inputs from clients, sales, client service, collateral operations, legal, compliance, & technology teams
  • In partnership with technology team define implementation schedule for product build out
  • Production deployment and roll-out, in alignment with business priorities
  • Ensuring product is delivered on time, and on budget.
  • Effectively work and deliver on a variety of concurrent assignments/tasks of different complexity.
  • Identify profitable, efficient product enhancement concepts that reflect revenue opportunities
  • Preparing tour packages and touring properties.
  • Learn to generate new business prospects utilizing (a) guidance and involvement from senior broker partners and (b) knowledge gained by involvement in all business operations outlined above


Skills on Resume:

  • Specification Leadership (Soft Skills)
  • Schedule Planning (Hard Skills)
  • Deployment Management (Hard Skills)
  • Time & Budget Management (Soft Skills)
  • Task Prioritization (Soft Skills)
  • Enhancement Identification (Hard Skills)
  • Tour Package Preparation (Hard Skills)
  • Prospect Generation (Soft Skills)

4. Investor Services Brokerage Associate Resume Template

Job Summary: 

  • Answer and respond Operational inquiries from current IRA customers via telephone
  • Demonstrate resourcefulness to deliver accurate information and exceptional service
  • Handle a high level of requests for Account Opening and Maintenance needs
  • Firm grasp of current technology needed to assist clients with web-based self-service
  • Initiate proactive/follow-up phone calls on pending issues to ensure timely and satisfactorily completion
  • Effectively diagnose client issues and problems and demonstrate appropriate insight and judgement 
  • Identify and explore exception processing possibilities and escalations
  • Actively participates in staff meetings, product seminars/training, etc., in support of strategic department and firm initiatives


Skills on Resume:

  • Operational Inquiry Response (Hard Skills)
  • Resourceful Problem Solving (Soft Skills)
  • Account Management (Hard Skills)
  • Technology Proficiency (Hard Skills)
  • Proactive Communication (Soft Skills)
  • Issue Diagnosis (Hard Skills)
  • Exception Handling (Soft Skills)
  • Active Participation (Soft Skills)