Part-Time Brokerage Client Support Specialist

Truist; Cleveland (TN); On-site; USD 25,000 - 36,000; Part time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid time off

Job summary

Truist in-office position supporting Financial Advisors with administrative and operational duties, client servicing when advisors are unavailable, and assisting with business development. Duties include preparing financial plans and investment research, scheduling appointments, data entry in Salesforce, and handling paperwork while ensuring compliance and professional client interactions.

This 15-19 hour weekly role requires English fluency, a bachelor’s degree or equivalent, and solid

Qualifications

• Bachelor’s degree or equivalent experience and related training.
• Knowledge of securities markets and brokerage accounts.
• Exceptional telephone skills and the ability to interact with clients professionally.
• Proficient in Microsoft Office and able to enter data accurately (SalesForce).

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. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
• Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
• Maintain a professional environment and create a positive impression.
• Submit and process certain operational requests as instructed by the financial advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
• Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
• May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.

Skills

Telephone skills

Communication skills

Time management

Self-directed

Microsoft Office

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Truist in-office position supporting Financial Advisors with administrative and operational duties, client servicing when advisors are unavailable, and assisting with business development. Duties include preparing financial plans and investment research, scheduling appointments, data entry in Salesforce, and handling paperwork while ensuring compliance and professional client interactions.

This 15-19 hour weekly role requires English fluency, a bachelor’s degree or equivalent, and solid