Truist Bank is seeking a Brokerage Registered Client Service Associate for their Lexington, KY location. This in-office role involves providing support to Financial Advisors, assisting with client servicing, and conducting administrative tasks
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.
Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Matching Summary
Match Score: 85
Truist Bank is seeking a Brokerage Registered Client Service Associate for their Lexington, KY location. This in-office role involves providing support to Financial Advisors, assisting with client servicing, and conducting administrative tasks.
Skills & Requirements
Must-have
Client trade and transaction processing
Financial plan preparation
Investment research and analysis
SalesForce data entry
Risk mitigation through authentication
Nice-to-have
Professional environment maintenance
Positive client impression creation
Coordination with financial advisors
Key Requirements
Bachelor's degree or equivalent experience
Securities industry or sales assistant experience
Knowledge of securities markets and brokerage accounts
FINRA SIE, Series 7, and Series 66 licenses (or ability to obtain within 365 days)