Brokerage Client Services Specialist for Financial Advisors

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Job summary

Truist is seeking an in-office Financial Services Support Associate in Tampa, FL, to back Financial Advisors with client servicing, plan preparation, and trade support. The role emphasizes accurate paperwork, scheduling, and proactive client communication.

This position requires FINRA SIE, Series 7 and 66, along with Securities industry experience. Indeed, familiarity with Salesforce and MS Office is beneficial. The job includes benefits and opportunities for career development within Truist.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in the securities industry and/or a sales assistant role.
• FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain during employment).
• Strong telephone and client interaction skills.
• Proficiency with MS Office and CRM tools.

Responsibilities

• Assist Financial Advisors in servicing clients and preparing plans.
• Handle client inquiries, trades, and market information.

Skills

Customer service

Telephone skills

Time management

Communication

Self-directed

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Salesforce

Job description

Truist is seeking an in-office Financial Services Support Associate in Tampa, FL, to back Financial Advisors with client servicing, plan preparation, and trade support. The role emphasizes accurate paperwork, scheduling, and proactive client communication.

This position requires FINRA SIE, Series 7 and 66, along with Securities industry experience. Indeed, familiarity with Salesforce and MS Office is beneficial. The job includes benefits and opportunities for career development within Truist.