Part-Time Brokerage Client Service Associate

Truist; Cleveland (TN); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist in Cleveland, TN is seeking an in-office Financial Advisor Support professional for 15-19 hours per week. You will provide administrative and operational support, assist with business development, and ensure high-quality client servicing when the Financial Advisor is unavailable.

Responsibilities include preparing financial plans, scheduling client meetings, data entry in Salesforce, and coordinating marketing events, while maintaining professional conduct and compliance with

Qualifications

• Bachelor's degree or equivalent experience and related training.
• Knowledge of securities markets and brokerage accounts.
• Knowledge of the features and attributes of annuity products.
• Exceptional telephone skills and the ability to appropriately interact with clients regarding securities transactions and brokerage accounts.
• Effective time management skills.
• Ability to communicate effectively with clients, managers and other associates.
• Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
• Ability to work in a self-directed fashion.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• 1-3 years of experience in the securities industry.
• Previous sales experience.
• Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
• Banking or Investment securities experience.
• Previous experience in a call centre or brokerage office environment, preferably focusing on outbound sales calls.
• FINRA Series 7, 66, and 24 licenses or actively pursuing these licenses.

Responsibilities

• Assist Financial Advisors in servicing clients including preparing financial plans and conducting investment research.
• Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marketing events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
• Manage the Financial Advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
• Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
• Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
• Ensure new business paperwork is accurately and successfully submitted.
• Mitigate risk through appropriate authentication standards.
• Maintain a professional environment and create a positive impression.
• Submit and process certain operational requests as instructed by the financial advisor and/or client.
• Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed.
• May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.

Skills

Securities knowledge

Phone/communication skills

Time management

Client interaction

Data entry

Microsoft Office

Sales development

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Job description

Truist in Cleveland, TN is seeking an in-office Financial Advisor Support professional for 15-19 hours per week. You will provide administrative and operational support, assist with business development, and ensure high-quality client servicing when the Financial Advisor is unavailable.

Responsibilities include preparing financial plans, scheduling client meetings, data entry in Salesforce, and coordinating marketing events, while maintaining professional conduct and compliance with