Investment Associate: Client Growth & Advisory Support

Synovus; Atlanta (GA); On-site; USD 50,000 - 75,000; Full time

Job summary

Synovus in Atlanta, GA seeks a Sales Support professional to assist Financial Advisors by coordinating client service activities and driving client advocacy. You will analyze client needs, process accounts and trades, and ensure documentation is client-ready while maintaining compliance and risk controls.

Two years in sales support within financial services and FINRA licenses (Series 7/63/65/66) are preferred to help cultivate referrals and contribute to team sales goals.

Qualifications

• Two years of sales support experience in financial services.
• FINRA licenses (Series 7 and 63 or 65 or 66) required or achievable.

Responsibilities

• Supports Financial Advisors and coordinates client service activities.
• Responds to inquiries, processes new accounts, and trade orders.
• Onboards new clients and coordinates data for advisor meetings.
• Maintains compliance with policies and risk management guidelines.
• Promotes strong working relationships with bank partners and clients.

Skills

Sales support

Client service

Education

Bachelor's degree or equivalent

Job description

Synovus in Atlanta, GA seeks a Sales Support professional to assist Financial Advisors by coordinating client service activities and driving client advocacy. You will analyze client needs, process accounts and trades, and ensure documentation is client-ready while maintaining compliance and risk controls.

Two years in sales support within financial services and FINRA licenses (Series 7/63/65/66) are preferred to help cultivate referrals and contribute to team sales goals.