Brokerage Registered Client Service Associate Atlanta, Georgia

Truist; Atlanta (GA); On-site; USD 45,000 - 75,000; Full time

Job summary

Join a forward-thinking company as a Brokerage Registered Client Service Associate in Atlanta, where you will play a crucial role in supporting Financial Advisors and enhancing client relationships. This dynamic position involves a variety of tasks, from managing schedules and processing orders to providing operational guidance and ensuring compliance with industry standards. You will have the opportunity to develop your skills in a collaborative environment while contributing to the success of the team. If you are passionate about the financial services industry and eager to make a difference, this role is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Paid Time Off

Qualifications

• Bachelor's degree or equivalent experience required.
• Experience in securities industry or sales support roles preferred.

Responsibilities

• Assist Financial Advisors with client servicing and financial plans.
• Process orders and manage corporate actions.

Skills

Communication Skills

Time Management

Computer Skills

Education

Bachelor's Degree

Equivalent Experience

Tools

Salesforce

Job description

Brokerage Registered Client Service Associate Atlanta, Georgia

Join to apply for the Brokerage Registered Client Service Associate Atlanta, Georgia role at Truist.

This position is based in-office at 3333 Peachtree Road, Atlanta, GA. The role involves servicing and supporting Financial Advisors, including administrative, operational, and client service tasks, especially when the Advisor is unavailable.

Responsibilities include:

• Assisting Financial Advisors with client servicing, financial plans, investment research, and transactions.
• Processing orders, handling market queries, and managing corporate actions.
• Scheduling appointments, entering data in Salesforce, preparing correspondence, and maintaining client records.
• Managing the Financial Advisor's calendar and maximizing sales opportunities through client outreach.
• Providing operational guidance, ensuring proper submission of new business paperwork, and mitigating risks through authentication standards.
• Supporting branch needs and handling operational requests as instructed.

Qualifications:

• Bachelor's degree or equivalent experience.
• Experience in securities industry or sales support roles.
• Knowledge of securities markets, brokerage accounts, and annuity products.
• FINRA Series 7 and Series 66 licenses preferred; candidates with at least one license can obtain others during employment.
• Strong communication, time management, and computer skills.

Preferred Qualifications:

• Three years of securities industry experience.
• Previous sales or banking experience.
• Bachelor's in business, finance, or related fields.

Benefits include:

Medical, dental, vision, life insurance, disability, 401(k), paid time off, and more, with eligibility depending on division and employment status.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace.