Brokerage Client Services Specialist (In-Office)

Truist Wealth; Ballenger Creek (MD); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid vacation

Job summary

Truist Wealth is seeking an in-office Support Associate to assist Financial Advisors at our Frederick, MD location. You will handle client servicing, administrative tasks, and coordination of marketing events while maintaining high professional standards.

You will prepare financial plans, conduct investment research, and process trades; ensure proper documentation and timely responses to client inquiries. Strong communication and data-entry skills are essential.

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 product features.

Responsibilities

• Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
• Receive and place orders as directed from Financial Advisor and assigned clients; reply to queries regarding market information and trading features.
• Process corporate actions where a license is warranted.
• Schedule and confirm client appointments; enter data in Salesforce; prepare meeting agendas and summaries; coordinate marketing events.

Skills

Telephone skills

Client servicing

Time management

Education

FINRA SIE

Series 7

Series 66

Tools

Salesforce

Microsoft Office

Job description

Truist Wealth is seeking an in-office Support Associate to assist Financial Advisors at our Frederick, MD location. You will handle client servicing, administrative tasks, and coordination of marketing events while maintaining high professional standards.

You will prepare financial plans, conduct investment research, and process trades; ensure proper documentation and timely responses to client inquiries. Strong communication and data-entry skills are essential.