Brokerage Client Services & Sales Support Specialist

Truist; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

This in-office role at Truist focuses on servicing and supporting Financial Advisors with administrative tasks and client interactions. You will assist in preparing financial plans, processing trades, and coordinating client communications in a structured, compliance-driven environment.

The position emphasizes strong customer service, data entry, and calendar management to maximize advisor productivity and client satisfaction. Location options include multiple offices in Georgia.

Qualifications

• Bachelor’s degree or equivalent experience and related training.
• Experience in the securities industry and/or a sales assistant role.
• Knowledge of securities markets and brokerage accounts.
• Knowledge of annuity products features and attributes.
• FINRA SIE and Series 7/66 licenses (or pursuing).
• Strong telephone, communication and time-management skills.

Responsibilities

• Assist Financial Advisors in servicing clients, preparing plans and completing trades.
• Receive/place orders; respond to market queries and order features.
• Process corporate actions where licensed; tender offers and rights exercises.
• Schedule/coordinate client meetings, enter data in SalesForce, prepare agendas.
• Manage the advisor's calendar to optimize productivity and minimize travel.
• Identify sales opportunities; use product knowledge to enhance client relationships.
• Provide operational guidance and ensure accurate new account paperwork.
• Authenticate client interactions to mitigate risk in high-risk transactions.
• Maintain professional environment and support branch needs as required.

Skills

Exceptional telephone skills

Effective time management

Professional client communication

Ability to evaluate and interpret data

Self-directed work style

Microsoft Office proficiency

Education

Bachelor's degree or equivalent experience

Bachelor's degree in business/finance/banking or related field

Tools

SalesForce

CRM software

Office suite (MS Word/Excel)

Job description

This in-office role at Truist focuses on servicing and supporting Financial Advisors with administrative tasks and client interactions. You will assist in preparing financial plans, processing trades, and coordinating client communications in a structured, compliance-driven environment.

The position emphasizes strong customer service, data entry, and calendar management to maximize advisor productivity and client satisfaction. Location options include multiple offices in Georgia.