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Client Service Associate

2 months ago

St Augustine, Florida, United States Truist Financial Corporation Full time
Position Overview:
This role is focused on providing exceptional support and service to Financial Advisors within a dynamic office environment.

Key Responsibilities:
1. Deliver comprehensive administrative assistance to Financial Advisors.
2. Facilitate effective communication and coordination between clients and advisors.
3. Maintain accurate records and documentation to support client interactions.

Qualifications:
Ideal candidates will possess strong organizational skills, attention to detail, and a commitment to delivering high-quality service. Experience in financial services or a related field is preferred.

Work Environment:
This position is based in an office setting, fostering collaboration and teamwork among professionals in the financial sector.