Brokerage Client Service Associate - FINRA Licensed

Truist Financial Corporation; New York (NY); Presencial; USD 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation & holidays

Descripción de la vacante

Truist Financial Corporation in New York, NY is seeking a motivated Financial Services Assistant to support Financial Advisors with client servicing, planning, and transactions. You will assist in preparing financial plans, processing trades, and handling inquiries about market information and order features.

Strong communication and organizational skills are essential. The role includes scheduling, data entry in Salesforce, preparing client correspondence, and ensuring proper new account

Formación

• Bachelor's degree or equivalent experience required.
• Experience in securities industry or sales assistant role.
• Knowledge of securities markets and brokerage accounts.
• Familiarity with annuity products.

Responsabilidades

• Assist Financial Advisors in servicing clients and preparing financial plans.
• Handle client trades and transactions and respond to market inquiries.
• Process corporate actions and manage client documentation and signatures.
• Schedule appointments, enter data in Salesforce, coordinate events and maintain client records.
• Support Advisors with calendar management to maximize productivity.
• Identify sales opportunities through outreach to potential investment clients.
• Provide operational guidance and ensure accurate new business paperwork submission.
• Maintain professional client-facing environment and handle routine client requests.

Conocimientos

FINRA SIE

Series 7

Series 66

Telephone skills

Client servicing

Educación

Bachelor's degree or equivalent experience

Business, finance, or related degree (preferred)

Herramientas

SalesForce

Descripción del empleo

Truist Financial Corporation in New York, NY is seeking a motivated Financial Services Assistant to support Financial Advisors with client servicing, planning, and transactions. You will assist in preparing financial plans, processing trades, and handling inquiries about market information and order features.

Strong communication and organizational skills are essential. The role includes scheduling, data entry in Salesforce, preparing client correspondence, and ensuring proper new account