Brokerage Client Service Associate - Advisory Support

Truist; Pittsburgh (Allegheny County); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

AD&D Insurance

401k Plan

Paid Vacation

Sick Days

Paid Holidays

Job summary

Truist seeks an in-office Support Specialist to assist Financial Advisors in servicing clients, preparing financial plans, and handling orders and administrative tasks. You will use Salesforce and other tools to coordinate schedules, process paperwork, and ensure accurate client records in a fast-paced environment.

Preferred candidates hold FINRA licenses (SIE/7/66) and have securities industry experience, with strong communication and time-management skills for effective client service.

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 (partial licensing acceptable with plan to obtain additional licenses within 365 days).
• Strong communication with clients and teammates; proficient in basic computer applications.

Responsibilities

• Assist Financial Advisors in servicing clients including preparing financial plans and conducting investment research.
• Receive and place orders; respond to market quotes and order features.
• Process corporate actions where licensed; handle tender offers and rights exercises.
• Schedule client appointments; enter data in Salesforce; prepare meeting agendas and summaries.
• Manage the advisor's calendar to maximize appointment productivity.
• Identify sales opportunities by contacting potential investment clients using internal leads.
• Provide operational guidance on systems navigation and document fulfillment.
• Ensure new business paperwork is submitted with signatures and follow-up.
• Mitigate risk via authentication standards for calls and high-risk transactions.
• Maintain professional environment and handle routine client interactions.
• Process operational requests including funds distributions, deposits, journals, ACATs.

Skills

Exceptional telephone skills

Time management

Communication skills

Microsoft Office

Client servicing

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Brokerage systems

Job description

Truist seeks an in-office Support Specialist to assist Financial Advisors in servicing clients, preparing financial plans, and handling orders and administrative tasks. You will use Salesforce and other tools to coordinate schedules, process paperwork, and ensure accurate client records in a fast-paced environment.

Preferred candidates hold FINRA licenses (SIE/7/66) and have securities industry experience, with strong communication and time-management skills for effective client service.