Brokerage Client Success & Trade Coordinator

Truist Wealth; Charleston (WV); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Job summary

Truist Wealth seeks a diligent assistant to support Financial Advisors in servicing clients, preparing plans, and handling trades. The role includes managing appointments, using SalesForce, and ensuring accurate paperwork for new accounts.

Your duties involve client communications, market inquiries, and operational tasks while pursuing FINRA licenses. This in-office position is based at 300 Summers Street, Charleston, WV.

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 and attributes.
• FINRA SIE, Series 7 and Series 66 licenses (or willing to pursue within 365 days).
• Exceptional telephone skills and professional client interaction.
• Strong time management and written/spoken communication.
• Ability to work independently and handle complex information.

Responsibilities

• Assist Financial Advisors in servicing clients and preparing financial plans.
• Process orders, respond to market queries, and manage client communications.
• Schedule appointments, enter data in SalesForce, and prepare meeting summaries.
• Support calendar management, client outreach, and opportunity identification.
• Ensure accurate new business paperwork and conduct authentication for high‑risk transactions.
• Provide operational guidance and document handling to advisors.

Skills

Exceptional telephone skills

Time management

Effective communication

Self-directed

Microsoft Office

Securities knowledge

Education

Bachelor's degree or equivalent

Bachelor's degree in business/finance

Tools

SalesForce

Microsoft Office

Job description

Truist Wealth seeks a diligent assistant to support Financial Advisors in servicing clients, preparing plans, and handling trades. The role includes managing appointments, using SalesForce, and ensuring accurate paperwork for new accounts.

Your duties involve client communications, market inquiries, and operational tasks while pursuing FINRA licenses. This in-office position is based at 300 Summers Street, Charleston, WV.