Investment Client Services Specialist

Crump Life Insurance Svcs Inc; Manassas (VA); On-site; USD 58,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and sick days

Job summary

Truist Financial Corporation in Manassas, VA is seeking an in-office Financial Assistant (Mon-Fri) to support Financial Advisors with client servicing, research and trade execution. The role requires English fluency and a professional client-facing presence.

You will manage schedules, process documentation, and coordinate client communications while leveraging Salesforce and MS Office tools to ensure accurate and timely service.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in the securities industry or a sales assistant role.
• Knowledge of securities markets and brokerage accounts.
• Knowledge of the features and attributes of annuity products.
• FINRA SIE, Series 7 and Series 66 licenses.
• Exceptional telephone skills and the ability to interact with clients regarding securities transactions.
• Effective time management.
• Ability to communicate professionally with clients and teammates.
• Ability to evaluate and use detailed written and verbal technical information.
• Proficiency with Microsoft Office and related tools.

Responsibilities

• Assist Financial Advisors in servicing clients including preparing financial plans and research.
• Receive and place orders as directed by Financial Advisor and clients.
• Process corporate actions where a license is warranted.
• Schedule and confirm client appointments; enter data in Salesforce.
• Manage the financial advisor's calendar and optimize meeting productivity.
• Maximize sales opportunities by contacting potential investment clients.
• Provide operational guidance to Financial Advisors.
• Ensure new business paperwork is accurately submitted.

Skills

Customer service

Telephone skills

Time management

Communication

Self-directed work

Analytical ability

Education

Bachelor's degree or equivalent experience

Tools

SalesForce

Microsoft Office

Job description

Truist Financial Corporation in Manassas, VA is seeking an in-office Financial Assistant (Mon-Fri) to support Financial Advisors with client servicing, research and trade execution. The role requires English fluency and a professional client-facing presence.

You will manage schedules, process documentation, and coordinate client communications while leveraging Salesforce and MS Office tools to ensure accurate and timely service.