Brokerage Registered Client Service Associate - Jenkintown, Pa
Truist Bank
Jenkintown, PA, United States
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Servicing financial advisors
Client transaction processing
Salesforce data entry
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Truist Bank is seeking a Brokerage Registered Client Service Associate for their Jenkintown, PA office. The role involves providing support to Financial Advisors, managing client transactions, and ensuring effective client servicing.
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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: 75
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Truist Bank is seeking a Brokerage Registered Client Service Associate for their Jenkintown, PA office. The role involves providing support to Financial Advisors, managing client transactions, and ensuring effective client servicing.
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