Investment Client Care Specialist
4 weeks ago
Job Summary:
We are seeking a highly skilled and customer-focused Investment Client Care Specialist to join our team at Truist Inc. As a key member of our Investment Client Care team, you will be responsible for providing exceptional service support to our clients via phone, ensuring their needs are met and exceeded.
Key Responsibilities:
- Provide service support to clients via phone, resolving inquiries and issues in a timely and professional manner.
- Gain a proficient understanding of our products and services, and continuously develop client service skills to deliver exceptional results.
- Research account and transaction records to resolve discrepancies, answer questions, and provide documentation on client activities.
- Assist clients with completing investment forms, transferring funds, and completing distributions.
- Act as a priority contact for clients with questions regarding our Digital Investment platform.
- Refer investment opportunities to internal Client Advisory Center when aligned with clients' financial needs.
Requirements:
- Intermediate proficiency in written and verbal communications.
- Previous call center experience or high-volume, fast-paced work environment.
- Experience using basic computer applications, such as Microsoft Office software products.
- High school diploma or equivalent certification.
- Comfort and fluency with technology and digital applications.
Preferred Qualifications:
- Bachelor's degree in a relevant banking or business field.
- Investment industry knowledge and/or experience.
- FINRA Series 7 and Series 63 or 66.
About Truist Inc:
Truist Inc is a leading financial services company that values diversity, equity, and inclusion. We offer a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. We also offer paid time off, sick leave, and holidays.
Equal Opportunity Employer:
Truist Inc is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
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