Brokerage Client Services Specialist

Truist; Richmond (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Financial Corporation is seeking an in-office Associate role at our Richmond location to support Financial Advisors with client servicing, plan preparation, investment research, and transaction processing.

Responsibilities include scheduling, data entry in Salesforce, preparing meeting agendas, and assisting with new account documentation while maintaining professional client interactions and regulatory compliance.

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, Series 7 and Series 66 licenses. Candidates can obtain remaining licenses within 365 days.

Responsibilities

• Assist Financial Advisors in servicing clients, preparing financial plans, researching investments, and handling trades.
• Receive and place orders; respond to market information queries and order features.

Skills

Telephone skills

Time management

Communication skills

Computer literacy

Education

FINRA SIE, Series 7 and Series 66 licenses

Tools

SalesForce

Microsoft Office

Job description

Truist Financial Corporation is seeking an in-office Associate role at our Richmond location to support Financial Advisors with client servicing, plan preparation, investment research, and transaction processing.

Responsibilities include scheduling, data entry in Salesforce, preparing meeting agendas, and assisting with new account documentation while maintaining professional client interactions and regulatory compliance.