Brokerage Client Service Associate - Columbus or Atlanta, Georgia

Truist Financial
Columbus, Atlanta
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Exceptional telephone skills","Professional communication","Time management","Self-directed work","Client interaction"]

Provide day-to-day servicing and support for Financial Advisors, including preparing financial plans, conducting investment research, and executing client trades and transactions. Handle orders and client inquiries on market information and trading features, process corporate actions, and manage appointment scheduling and client documentation. Help maximize sales by contacting prospective investment clients and providing operational guidance to support client onboarding and ongoing reporting. Work in-office in Columbus or Atlanta, Georgia.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 month ago

Brokerage Client Service Associate - Columbus or Atlanta, Georgia

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide day-to-day servicing and support for Financial Advisors, including preparing financial plans, conducting investment research, and executing client trades and transactions. Handle orders and client inquiries on market information and trading features, process corporate actions, and manage appointment scheduling and client documentation. Help maximize sales by contacting prospective investment clients and providing operational guidance to support client onboarding and ongoing reporting. Work in-office in Columbus or Atlanta, Georgia.
Location: Columbus, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Support Financial Advisors in servicing clients by preparing financial plans, conducting investment research, and completing client trades and transactions.
  • •Receive and place orders as directed, respond to inquiries about market information and trading/order features, and process required corporate actions.
  • •Schedule and confirm client appointments, maintain and update client records, and prepare routine client correspondence and meeting agendas/summaries.
  • •Maximize sales opportunities by contacting potential investment clients based on internal and bank leads.
  • •Mitigate risk by following authentication standards for incoming/outgoing client calls, including authentication callbacks for high-risk transactions.
  • •Manage new business paperwork by preparing forms for clients, collecting signatures, submitting and following up on account documentation.

Pay and Benefits

Perks:Health InsuranceDentalVision401k

Key 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, including annuity product features and attributes.
  • •FINRA SIE, Series 7, and Series 66 licenses, or willingness to obtain required licenses within 365 days of employment.
  • •Exceptional telephone skills and effective professional communication with clients and teams.
Experience:Securities industryBrokerageSalesBanking
Education:Bachelor's in business, accounting, finance, banking
Skills:Exceptional telephone skillsProfessional communicationTime managementSelf-directed workClient interaction
Licenses:FINRA SIEFINRA Series 7FINRA Series 66
Certifications:FINRA SIEFINRA Series 7FINRA Series 66
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