Brokerage Client Service Associate: Advisor Support

Truist; Philadelphia (Philadelphia County); Sur place; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision

401(k) plan

Paid vacation & holidays

Disability & life insurance

Résumé du poste

Truist is seeking a dedicated office support role in Philadelphia to assist Financial Advisors with client servicing, scheduling, and trade processing. The position focuses on accurate paperwork, data entry, and proactive client communication to sustain high service levels.

You will coordinate appointments, manage documents and processing, while ensuring compliance and attention to detail in a fast-paced financial environment. This in-office role supports growth within wealth management teams.

Qualifications

• Bachelor's degree or equivalent experience required.
• FINRA SIE, Series 7 and Series 66 licenses required.
• Experience in securities industry and/or a sales assistant role preferred.
• Excellent telephone and client interaction skills.
• Strong time management and organizational abilities.

Responsabilités

• Assist Financial Advisors in servicing clients, preparing financial plans and processing trades.
• Receive and place orders; respond to market queries and explain order features.
• Process corporate actions requiring licenses when applicable.
• Schedule meetings, enter data in Salesforce, prepare agendas and client communications.
• Manage the advisor's calendar to maximize productivity and minimize travel time.
• Identify sales opportunities through internal leads and market knowledge.
• Provide operational guidance on systems navigation and document fulfillment.

Connaissances

Customer service

Communication

Time management

Self-directed

Microsoft Office

Formation

Bachelor's degree or equivalent experience

FINRA SIE, Series 7 & Series 66 licenses

Outils

Salesforce

CRM systems

Microsoft Office

Description du poste

Truist is seeking a dedicated office support role in Philadelphia to assist Financial Advisors with client servicing, scheduling, and trade processing. The position focuses on accurate paperwork, data entry, and proactive client communication to sustain high service levels.

You will coordinate appointments, manage documents and processing, while ensuring compliance and attention to detail in a fast-paced financial environment. This in-office role supports growth within wealth management teams.