Truist Bank is seeking a Brokerage Registered Client Service Associate for its Brentwood, TN location. This in-office role focuses on providing essential administrative and operational support to Financial Advisors, enhancing client servicing, and maximizing sales opportunities
Job Summary
Responsible for the general servicing and support of the Financial Advisors, including administrative and operational support.
Assist Financial Advisors in servicing clients by preparing financial plans, conducting investment research, and completing client trades and transactions.
Provide operational guidance to Financial Advisors and ensure new business paperwork is accurately submitted, mitigating risk through appropriate authentication standards.
Matching Summary
Match Score: 85
Truist Bank is seeking a Brokerage Registered Client Service Associate for its Brentwood, TN location. This in-office role focuses on providing essential administrative and operational support to Financial Advisors, enhancing client servicing, and maximizing sales opportunities.
Skills & Requirements
Must-have
Client servicing and support
Administrative and operational support
Financial plan preparation
Investment research and trading
SalesForce data entry
Risk mitigation through authentication
Nice-to-have
Professional environment creation
Positive client impression
Coordination with Financial Advisor
Maximizing sales opportunities
Key Requirements
Bachelor's degree or equivalent experience
Securities industry or sales assistant experience
Knowledge of securities markets and brokerage accounts
Knowledge of annuity product features
FINRA SIE, Series 7, and Series 66 licenses (or ability to obtain within 365 days)