Brokerage Client Services Specialist

Truist; Bethesda (MD); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

AD&D insurance

401(k) plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist is seeking a Banking/Wealth Management support professional to assist Financial Advisors with client servicing, trade processing, and research. The role includes preparing financial plans, coordinating appointments, and ensuring accurate new account paperwork.

Strong communication and time-management skills are essential, with FINRA licenses and securities knowledge being highly valued. The position offers base salary with additional incentive pay.

Qualifications

• Bachelor's degree or equivalent experience and related training.

Responsibilities

• Assist Financial Advisors in servicing clients, preparing financial plans, conducting investment research, and completing client trades.

Skills

Securities industry experience

FINRA SIE

Series 7

Series 66

Communication skills

Time management

Microsoft Office

Self-directed work style

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Job description

Truist is seeking a Banking/Wealth Management support professional to assist Financial Advisors with client servicing, trade processing, and research. The role includes preparing financial plans, coordinating appointments, and ensuring accurate new account paperwork.

Strong communication and time-management skills are essential, with FINRA licenses and securities knowledge being highly valued. The position offers base salary with additional incentive pay.