Brokerage Client Services Associate, Centralized Ops

Truist; Atlanta (GA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Vacation days

Job summary

Truist is looking for a candidate for an in-office role in Atlanta, Georgia, providing administrative, operational, and business development support for Financial Advisors. The role requires a Bachelor’s degree or equivalent experience, as well as knowledge of the securities industry and exceptional communication skills. Responsibilities include assisting in client service, managing schedules, and drafting correspondence. Benefits include medical insurance, retirement plans, and vacation days. Join Truist's team and contribute to a positive client service environment.

Qualifications

• 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.

Responsibilities

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

Skills

Exceptional telephone skills

Effective time-management skills

Ability to communicate effectively and professionally

Proficiency in basic computer applications

Education

Bachelor's degree or equivalent experience

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

Tools

SalesForce

Microsoft Office

Job description

Truist is looking for a candidate for an in-office role in Atlanta, Georgia, providing administrative, operational, and business development support for Financial Advisors. The role requires a Bachelor’s degree or equivalent experience, as well as knowledge of the securities industry and exceptional communication skills. Responsibilities include assisting in client service, managing schedules, and drafting correspondence. Benefits include medical insurance, retirement plans, and vacation days. Join Truist's team and contribute to a positive client service environment.