Brokerage Client Services Associate – Advisor Support

Truist; Allentown (Lehigh County); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid vacation and sick days

Job summary

A financial services firm in Allentown, PA is seeking an individual to provide general servicing and support to Financial Advisors. The candidate will assist in preparing financial plans, managing client appointments, and ensuring accurate submission of new business paperwork. Required qualifications include a bachelor's degree or equivalent experience and knowledge of the securities industry. This role offers a Monday - Friday in-office schedule and eligibility for comprehensive benefits.

Qualifications

• Knowledge of the features and attributes of annuity products.
• Able to work in a self‑directed fashion.
• Experience in the securities industry and/or a sales assistant role.

Responsibilities

• Assist Financial Advisors in servicing clients and preparing financial plans.
• Manage the financial advisor's calendar to maximize productivity.
• Ensure new business paperwork is accurately submitted.

Skills

Knowledge of securities markets

Exceptional telephone skills

Effective time management

Communication skills

Computer applications proficiency

Education

Bachelor's degree or equivalent experience

Bachelor's degree in business/accounting/finance

Tools

SalesForce

Microsoft Office

Job description

A financial services firm in Allentown, PA is seeking an individual to provide general servicing and support to Financial Advisors. The candidate will assist in preparing financial plans, managing client appointments, and ensuring accurate submission of new business paperwork. Required qualifications include a bachelor's degree or equivalent experience and knowledge of the securities industry. This role offers a Monday - Friday in-office schedule and eligibility for comprehensive benefits.