Brokerage Client Service Associate: Financial Advisor Support

Truist; Frederick (MD); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist in Frederick, MD is seeking an Office Support Specialist to assist Financial Advisors with client servicing, administrative tasks, and coordinating schedules. The role is in-office, Monday–Friday, located at 5280 Corporate Drive, Frederick.

Responsibilities include preparing financial plans, processing trades, entering data in Salesforce, managing calendars, handling client communications, and supporting business development while ensuring accuracy and compliance.

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.
• FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain).
• Excellent telephone skills and professional client interaction.
• Strong time management and self-directed work style.
• Proficient in Microsoft Office applications.

Responsibilities

• Assist Financial Advisors in servicing clients and preparing plans.
• Receive and place orders; respond to market queries and order features.
• Process corporate actions when licensed to do so.
• Schedule meetings, enter data in Salesforce, prepare agendas and summaries.
• Manage calendar to maximize productivity and minimize travel time.
• Identify sales opportunities based on leads and client attributes.
• Provide operational guidance on systems and document fulfillment.
• Ensure new business paperwork is accurate and submitted.
• Authenticate calls and high-risk transactions to mitigate risk.
• Maintain professional environment and handle routine client communications.
• Support branch needs and coordinate function-related requests.

Skills

Telephone skills

Time management

Communication

Office suite

Education

Bachelor's degree

Tools

Salesforce

MS Office

Job description

Truist in Frederick, MD is seeking an Office Support Specialist to assist Financial Advisors with client servicing, administrative tasks, and coordinating schedules. The role is in-office, Monday–Friday, located at 5280 Corporate Drive, Frederick.

Responsibilities include preparing financial plans, processing trades, entering data in Salesforce, managing calendars, handling client communications, and supporting business development while ensuring accuracy and compliance.