Truist·28 days ago
28 days ago
Brokerage Registered Client Service Associate
Sign up free to see how well your resume matches this role.
About this role
We are looking for a Brokerage Registered Client Service Associate to provide exceptional support to Financial Advisors and clients. This role involves assisting with financial plans, managing client communications, and ensuring operational efficiency. If you have a background in the securities industry and strong client service skills, we want to hear from you!
Skills
- securities knowledge
- sales skills
- client servicing
- financial planning
- investment research
- time management
- salesforce
- telephone skills
- operational guidance
- risk mitigation
- microsoft office
- client communication
Company
Truist
Columbia, Maryland, USA
Company facts come from this company's own listings. We only show what the postings themselves carry.