Brokerage Registered Client Service Associate - Maryland
Truist Financial
Baltimore
Workplace: OnsiteFull timeUSD 60,000 - 75,000 annuallyFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Exceptional telephone skills","Professional communication","Time management","Self-directed work","Ability to evaluate technical information"]Support Financial Advisors by servicing clients and providing operational and administrative assistance, including preparing financial plans, conducting investment research, and completing client trades and transactions. Receive and place orders, process corporate actions, schedule appointments, maintain client records, and manage communications and event coordination. Help grow sales by contacting potential investment clients using internal and bank leads, while mitigating risk through required authentication for high-risk transactions.
