Investment Client Services Associate

Crump Life Insurance Svcs Inc; Pittsburgh (Allegheny County); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid holidays

Vacation time

Job summary

Truist Financial Corporation is seeking an in-office Financial Services Support role in Pittsburgh. You will assist Advisors, prepare financial plans, and handle client servicing when Advisors are unavailable.

The position includes scheduling, data entry in Salesforce, and handling client inquiries. Required licenses (SIE, Series 7, 66) or ability to obtain them within 365 days, strong telephone skills, and proficiency with Microsoft Office and Salesforce 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 and attributes.
• FINRA SIE and Series 7/66 licenses (or ability to obtain within 365 days).
• Exceptional telephone skills and professional client interaction.
• Strong time management abilities.
• Effective written and verbal communication with clients and teammates.
• Ability to understand detailed technical information.
• Self-directed work style.
• Proficiency with basic computer applications.

Responsibilities

• Assist Financial Advisors in servicing clients and preparing financial plans.
• Receive and place orders; answer general market queries and order features.
• Process corporate actions when licensed to do so.
• Schedule appointments, enter data in Salesforce, and prepare meetings.
• Manage advisor calendar to optimize productivity and travel time.
• Identify sales opportunities using internal leads and product knowledge.
• Provide operational guidance to Advisors on systems and document fulfillment.
• Ensure new business paperwork is correctly submitted and signed.
• Authenticate calls for high-risk transactions and other security steps.
• Maintain a professional environment and positive impression.
• Submit operational requests (funds, deposits, ACATs, etc.).
• Coordinate with Advisors to review reports and ensure issues are addressed.
• Assist with branch location needs as required.

Skills

Client servicing

Financial plans

Trading knowledge

Effective communication

Time management

Sales support

Call center experience

Microsoft Office

Salesforce

Authenticating high-risk transactions

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Office

Job description

Truist Financial Corporation is seeking an in-office Financial Services Support role in Pittsburgh. You will assist Advisors, prepare financial plans, and handle client servicing when Advisors are unavailable.

The position includes scheduling, data entry in Salesforce, and handling client inquiries. Required licenses (SIE, Series 7, 66) or ability to obtain them within 365 days, strong telephone skills, and proficiency with Microsoft Office and Salesforce are essential.