Brokerage Registered Client Service Associate - Allentown, Pa

Truist Bank

Allentown, PA, United States
**
Client servicing and support
Administrative and operational tasks
Financial planning and research
** Truist Bank is seeking a Brokerage Registered Client Service Associate in Allentown, PA, to provide support to Financial Advisors and assist with client servicing. The role involves administrative duties, managing client interactions, and facilitating trades and transactions. **

Job Summary

  • Responsible for the general servicing and support of 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.
  • Maximize sales opportunities by contacting potential investment clients based on internal and bank leads and provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.

Matching Summary

Match Score: 75

** Truist Bank is seeking a Brokerage Registered Client Service Associate in Allentown, PA, to provide support to Financial Advisors and assist with client servicing. The role involves administrative duties, managing client interactions, and facilitating trades and transactions. **

Skills & Requirements

Must-have

  • Client servicing and support
  • Administrative and operational tasks
  • Financial planning and research
  • Processing client trades and transactions
  • Managing client calendars and data
  • Sales opportunity identification
  • Risk mitigation and 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 experience
  • Knowledge of securities markets
  • 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