Centralized Brokerage Client Service Associate

3 weeks ago

Nashville, Tennessee, United States Truist Inc Full time
Job Summary

We are seeking a highly skilled and detail-oriented Centralized Brokerage Client Service Associate to join our team at Truist Inc. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.

Key Responsibilities
  • Assist financial advisors in servicing clients, including preparing financial plans, conducting investment research, and completing client trades and transactions.
  • Receive and place orders as directed by financial advisors and assigned clients, and respond to queries regarding general market information.
  • Process corporate actions, such as tender offers, optional dividends, and the exercise of warrants and rights.
  • Schedule and confirm client appointments, enter data in Salesforce, create meeting agendas and summaries, and perform general administrative functions.
  • Manage the financial advisor's calendar to maximize appointment productivity and minimize travel time.
  • Maximize sales opportunities by contacting potential investment clients based on internal and bank leads.
  • Provide operational guidance to financial advisors, including systems navigation and document fulfillment.
  • Ensure new business paperwork is accurately submitted, including preparing forms, obtaining signatures, and following up on new account documentation.
  • Mitigate risk through appropriate authentication standards, including authentication of incoming and outgoing client calls.
  • Maintain a professional environment and create a positive impression.
  • Submit and process operational requests as instructed by financial advisors and/or clients.
Requirements
  • Bachelor's degree or equivalent experience and related training.
  • Experience in the securities industry and/or a sales assistant role.
  • Knowledge of securities markets and brokerage accounts.
  • FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses.
  • Exceptional telephone skills and the ability to interact with clients of all experience levels.
  • Effective time management skills.
  • Ability to communicate effectively and professionally with clients, managers, and other teammates.
  • Ability to evaluate, assimilate, and utilize detailed and complex written and verbal technical information.
  • Ability to work in a self-directed fashion.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications
  • Three years of experience in the securities industry.
  • Previous sales and/or banking experience.
  • Bachelor's degree in business, accounting, finance, banking, or equivalent education and related training.
  • Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.
Benefits

Truist Inc offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation and 10 sick days during their first year of employment, along with paid holidays.

Truist Inc is an Equal Opportunity Employer and 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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