Brokerage Client Service Representative

Truist Financial
Cleveland
Workplace: OnsitePart timeFunction: Solutions Engineering & Sales EngineeringExperience: 1-3 yearsEducation: bachelorsSkills: ["Telephone communication","Client communication","Time management","Self-directed work","Risk mitigation"]

Provide general servicing and support to Financial Advisors, ensuring consistent client service when the advisor is unavailable. Assist with preparing financial plans and investment research, scheduling and confirming client appointments, and coordinating marketing events. Manage operational tasks such as data entry, client record maintenance, paperwork submission, and authentication for high-risk transactions. Support sales opportunities by contacting potential investment clients using internal leads.

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Truist Financial
Truist Financial
2 days ago

Brokerage Client Service Representative

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide general servicing and support to Financial Advisors, ensuring consistent client service when the advisor is unavailable. Assist with preparing financial plans and investment research, scheduling and confirming client appointments, and coordinating marketing events. Manage operational tasks such as data entry, client record maintenance, paperwork submission, and authentication for high-risk transactions. Support sales opportunities by contacting potential investment clients using internal leads.
Location: Cleveland
Workplace: Onsite
Employment Type: Part time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Assist Financial Advisors in servicing clients, including preparing financial plans and conducting investment research.
  • •Schedule and confirm appointments; enter data in Salesforce; create meeting agendas and summaries; handle client calls and routine correspondence; maintain client records.
  • •Manage the Financial Advisor’s calendar to maximize appointment productivity and anticipate presentation timing.
  • •Identify sales opportunities by contacting potential investment clients using internal/bank leads and product knowledge.
  • •Perform operational guidance and support, including paperwork submission, document fulfillment, and authentication callbacks for high-risk transactions.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid Leave

Key Requirements

  • •Bachelor's degree or equivalent experience and related training.
  • •Knowledge of securities markets and brokerage accounts, including features and attributes of annuity products.
  • •Exceptional telephone skills and ability to interact professionally with clients regarding securities transactions.
  • •Effective time management and ability to communicate effectively with clients, managers, and associates.
  • •Demonstrated proficiency in basic computer applications such as Microsoft Office.
Experience:1-3 yearsSecurities industryBrokerage
Education:Bachelor's
Skills:Telephone communicationClient communicationTime managementSelf-directed workRisk mitigation
Certifications:FINRA Series 7FINRA Series 66FINRA Series 24
Languages:English
Tech Stack:SalesforceMicrosoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn