Brokerage Client Services Associate: Elevate Support

Truist; Sarasota (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and dental insurance

401k plan

Life insurance

Job summary

A financial services company in Sarasota, FL is seeking a Brokerage Registered Client Service Associate to support Financial Advisors in client servicing, manage appointments, and utilize securities knowledge. The ideal candidate will have a Bachelor's degree and relevant securities industry experience, along with strong communication and organizational skills. This role offers a comprehensive benefits package including medical, dental, and retirement plans.

Qualifications

• Bachelor's degree or equivalent experience and training.
• Experience in the securities industry and/or a sales assistant role.
• FINRA SIE and Series 7 and 66 licenses required.

Responsibilities

• Assist Financial Advisors in servicing clients and preparing financial plans.
• Schedule and confirm client appointments and manage calendars.
• Maximize sales opportunities from internal and bank leads.

Skills

Knowledge of securities markets

Exceptional telephone skills

Effective time management

Ability to communicate effectively

Basic computer applications proficiency

Education

Bachelor's degree or equivalent experience

Tools

SalesForce

Microsoft Office

Job description

A financial services company in Sarasota, FL is seeking a Brokerage Registered Client Service Associate to support Financial Advisors in client servicing, manage appointments, and utilize securities knowledge. The ideal candidate will have a Bachelor's degree and relevant securities industry experience, along with strong communication and organizational skills. This role offers a comprehensive benefits package including medical, dental, and retirement plans.