Brokerage Client Experience Specialist

Truist Securities, Inc.; Ponte Vedra Beach (FL); On-site; USD 48,000 - 60,000; Full time

Job summary

Aplaro Ltd in Ponte Vedra Beach, FL is seeking a client-facing support role to assist Financial Advisors with servicing clients and administrative tasks. The position is located at 814 A1A North, Ponte Vedra, Florida, and operates Monday through Friday.

Responsibilities include preparing financial plans, processing trades, entering data in Salesforce, scheduling meetings, and supporting client communications while maintaining professional standards and confidentiality.

Qualifications

• Bachelor's degree or equivalent experience and related training.
• Experience in the securities industry and/or a sales assistant role.
• Knowledge of securities markets and brokerage accounts.
• Knowledge of the features and attributes of annuity products.
• FINRA SIE, Series 7 and Series 66 licenses or ability to obtain during employment.
• Exceptional telephone skills and the ability to interact with clients professionally.

Responsibilities

• Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
• Receive and place orders as directed from Financial Advisor and assigned clients; respond to market queries and trading features.
• Process corporate actions where a license is warranted; manage scheduling and data entry in Salesforce; coordinate meetings and client communications.
• Ensure new business paperwork is accurately submitted, obtain signatures, and follow up on documentation.
• Mitigate risk through authentication of client calls and high-risk transactions.

Skills

Securities industry experience

Brokerage knowledge

Annuity product knowledge

Telephone communication

Time management

Professional communication

Education

Bachelor’s degree

FINRA SIE license

Series 7 license

Series 66 license

Tools

Salesforce

Job description

Aplaro Ltd in Ponte Vedra Beach, FL is seeking a client-facing support role to assist Financial Advisors with servicing clients and administrative tasks. The position is located at 814 A1A North, Ponte Vedra, Florida, and operates Monday through Friday.

Responsibilities include preparing financial plans, processing trades, entering data in Salesforce, scheduling meetings, and supporting client communications while maintaining professional standards and confidentiality.