Truist Bank is seeking a Brokerage Client Service Associate for their Greenwich, CT office. The role involves providing administrative support to Financial Advisors, assisting with client servicing, and managing operational tasks, requiring knowledge of the securities industry
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.
The annual base salary for this position is $65,000.00 - $80,000.00, with additional incentive pay available.
Matching Summary
Match Score: 85
Truist Bank is seeking a Brokerage Client Service Associate for their Greenwich, CT office. The role involves providing administrative support to Financial Advisors, assisting with client servicing, and managing operational tasks, requiring knowledge of the securities industry.