Brokerage Client Service Associate - Advisor Support

Truist Financial Corporation; Richmond (VA); Sur place; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation & sick days

Paid holidays

Pension plan eligibility

RSUs / deferred compensation

Résumé du poste

Truist is seeking an in-office Financial Services Assistant in Richmond, VA to support Financial Advisors with client servicing, planning, and transactional duties. Based at 919 East Main Street, you will coordinate schedules, prepare materials, and handle routine administrative tasks.

The role emphasizes securities industry knowledge, strong client communication, and accuracy in paperwork. FINRA licenses can be pursued during employment; base salary ranges from $50,000 to $70,000 annually.

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 annuity products features and attributes.
• FINRA SIE, Series 7 and Series 66 licenses; candidates can obtain within 365 days.
• Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
• Effective time management skills.
• Ability to communicate effectively and professionally with clients, managers and other teammates.
• Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
• Ability to work in a self-directed fashion.
• Proficiency in basic computer applications, such as Microsoft Office.

Responsabilités

• 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; reply to queries regarding market information and trading features.
• Process corporate actions where a license is warranted (tender offers, dividends, warrants).
• Schedule and confirm client appointments, enter data in SalesForce, create agendas and summaries, prepare events and perform routine admin tasks.
• Manage the Financial Advisor's calendar to maximize appointment productivity.
• Maximize sales opportunities by contacting potential investment clients; identify sales potential.
• Provide operational guidance to Financial Advisors on systems navigation and document fulfillment.
• Ensure new business paperwork is submitted with signatures and follow-up of new account documentation.
• Mitigate risk through authentication of client calls and high-risk transactions.

Connaissances

Telephone skills

Time management

Communication

Self-directed work

Microsoft Office

Salesforce

Formation

Bachelor's degree or equivalent experience

Outils

Salesforce

Microsoft Office

Description du poste

Truist is seeking an in-office Financial Services Assistant in Richmond, VA to support Financial Advisors with client servicing, planning, and transactional duties. Based at 919 East Main Street, you will coordinate schedules, prepare materials, and handle routine administrative tasks.

The role emphasizes securities industry knowledge, strong client communication, and accuracy in paperwork. FINRA licenses can be pursued during employment; base salary ranges from $50,000 to $70,000 annually.