Brokerage Client Services Associate: Advisor Support

Truist Financial Corporation; Cockeysville (MD); Sur place; USD 58 000 - 75 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision insurance

401k plan

Paid vacation and holidays

Sick leave

Résumé du poste

Truist Financial Corporation in Hunt Valley, MD is seeking an in-office Financial Services Assistant to support Financial Advisors with client servicing, preparation of financial plans, and trade processing.

Role involves scheduling, data entry in Salesforce, preparing meeting materials, and ensuring compliant paperwork. Strong communication, licensing, and office software skills are required.

Qualifications

• Bachelor's degree or equivalent experience and related training.
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• Experience in the securities industry and/or a sales assistant role.
• Knowledge of securities markets and brokerage accounts.
• Knowledge of the features and attributes of annuity products.
• FINRA SIE, Series 7 and Series 66 licenses.
• Exceptional telephone skills and the ability to appropriately interact with clients regarding securities transactions.
• Effective time management skills.
• Ability to communicate effectively and professionally with clients and teammates.
• Ability to evaluate, assimilate and utilize detailed 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 and completing client trades.
• Receive and place orders; respond to market information inquiries and trading features.
• Process corporate actions requiring licenses.
• Schedule and confirm client appointments; enter data in Salesforce; prepare meeting agendas.
• Manage advisor's calendar to maximize productivity.
• Maximize sales opportunities by contacting potential investment clients.
• Provide operational guidance to Financial Advisors.
• Ensure new business paperwork is accurately submitted.
• Authenticate high-risk transactions.
• Maintain professional environment and client-facing presence.
• Process operational requests as directed.
• Coordinate with Advisors on reports and distributions.
• Support branch location needs as required.

Connaissances

Exceptional telephone skills

Effective time management

Professional communication

Self-directed work approach

Microsoft Office proficiency

Salesforce data entry

Knowledge of securities markets

Understanding of brokerage accounts

Ability to evaluate technical info

FINRA SIE license

Series 7 license

Series 66 license

Formation

Bachelor's degree or equivalent experience

Bachelor's degree in business, accounting, finance or banking

Outils

Salesforce

Microsoft Office

Description du poste

Truist Financial Corporation in Hunt Valley, MD is seeking an in-office Financial Services Assistant to support Financial Advisors with client servicing, preparation of financial plans, and trade processing.

Role involves scheduling, data entry in Salesforce, preparing meeting materials, and ensuring compliant paperwork. Strong communication, licensing, and office software skills are required.