Investment Client Care Specialist

7 days ago


Charlotte, North Carolina, United States Truist Full time
Job Summary

We are seeking a highly skilled and customer-focused Investment Client Care Specialist to join our team at Truist. As a key member of our brokerage services team, you will provide exceptional support to our clients, ensuring their investment needs are met with expertise and care.

Key Responsibilities
  • Provide top-notch service support to clients via phone, addressing their inquiries and resolving issues in a timely and professional manner.
  • Develop and maintain a deep understanding of our investment products and services, staying up-to-date on industry regulations and best practices.
  • Assist clients with account-related tasks, such as completing investment forms, transferring funds, and processing distributions.
  • Act as a primary point of contact for clients seeking information on our Digital Investment platform, providing guidance and support as needed.
  • Collaborate with internal teams to identify and refer investment opportunities that align with clients' financial goals and needs.
  • Maintain a high level of knowledge on industry regulations, including FINRA requirements, to ensure compliance and excellence in client service.
Requirements
  • Intermediate proficiency in written and verbal communication, with the ability to effectively interact with clients and internal stakeholders.
  • Previous experience in a call center or high-volume, fast-paced work environment, with a proven track record of delivering exceptional customer service.
  • Basic computer skills, including proficiency in Microsoft Office software products.
  • High school diploma or equivalent certification, with a preference for a bachelor's degree in a relevant field.
Benefits

As a valued member of the Truist team, you will be eligible for a comprehensive benefits package, including medical, dental, vision, life insurance, disability, and 401(k) plan. You will also receive a minimum of 10 days of vacation and 10 sick days, as well as paid holidays.



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