Brokerage Registered Client Service Associate - Richmond, Va
Truist Bank
Richmond, VA, United States
On-site
Client trade and transaction processing
Salesforce data entry
New business paperwork submission
Truist Bank is seeking a Brokerage Registered Client Service Associate for their Richmond, VA office. The position focuses on providing administrative and operational support to Financial Advisors while ensuring a high level of client service
Job Summary
Responsible for the general servicing and support of the Financial Advisors, including administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Matching Summary
Match Score: 85
Truist Bank is seeking a Brokerage Registered Client Service Associate for their Richmond, VA office. The position focuses on providing administrative and operational support to Financial Advisors while ensuring a high level of client service.