Brokerage Client Service Associate - Orlando, Fl

Truist Bank

Orlando, FL, United States
On-site
Client trade and transaction processing
Financial plan preparation
Investment research
Truist Bank is seeking a Brokerage Client Service Associate in Orlando, FL, to provide administrative support to Financial Advisors and assist with client servicing in the securities industry. The role requires effective communication skills, knowledge of securities markets, and the ability to manage multiple tasks efficiently

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 Client Service Associate in Orlando, FL, to provide administrative support to Financial Advisors and assist with client servicing in the securities industry. The role requires effective communication skills, knowledge of securities markets, and the ability to manage multiple tasks efficiently.

Skills & Requirements

Must-have

  • Client trade and transaction processing
  • Financial plan preparation
  • Investment research
  • SalesForce data entry
  • Client appointment scheduling
  • Risk mitigation through authentication

Nice-to-have

  • Positive professional environment
  • Proactive client engagement
  • Maximizing advisor productivity

Key Requirements

  • Bachelor's degree or equivalent experience
  • Securities industry or sales assistant experience
  • Knowledge of securities markets and brokerage accounts
  • Knowledge of annuity products
  • FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain)
  • Exceptional telephone skills
  • Effective time management skills
  • Proficiency in Microsoft Office

Work Rights

Not specified

Tailored Resume

Cover Letter